Prestige Wealth Management Group’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-120
| Closed | -$5.22K | – | 1080 |
|
|
2023
Q2 | $5.22K | Buy |
120
+2
| +2% | +$87 | ﹤0.01% | 582 |
|
|
2023
Q1 | $5.16K | Buy |
118
+2
| +2% | +$87 | ﹤0.01% | 567 |
|
|
2022
Q4 | $4.98K | Buy |
116
+3
| +3% | +$129 | ﹤0.01% | 615 |
|
|
2022
Q3 | $4K | Buy |
113
+2
| +2% | +$71 | ﹤0.01% | 619 |
|
|
2022
Q2 | $4K | Buy |
111
+2
| +2% | +$72 | ﹤0.01% | 651 |
|
|
2022
Q1 | $4K | Buy |
109
+2
| +2% | +$73 | ﹤0.01% | 685 |
|
|
2021
Q4 | $4K | Buy |
107
+2
| +2% | +$75 | ﹤0.01% | 695 |
|
|
2021
Q3 | $4K | Buy |
105
+3
| +3% | +$114 | ﹤0.01% | 699 |
|
|
2021
Q2 | $4K | Buy |
102
+2
| +2% | +$78 | ﹤0.01% | 696 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 744 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 712 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 708 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 702 |
|
|
2020
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 678 |
|