Prestige Wealth Management Group’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-120	Closed	-$5.22K	–	1087
2023 Q2	$5.22K	Buy	120 +2	+2%	+$89	﹤0.01%	586
2023 Q1	$5.16K	Buy	118 +2	+2%	+$90	﹤0.01%	568
2022 Q4	$4.98K	Buy	116 +3	+3%	+$127	﹤0.01%	617
2022 Q3	$4K	Buy	113 +2	+2%	+$79	﹤0.01%	619
2022 Q2	$4K	Buy	111 +2	+2%	+$81	﹤0.01%	651
2022 Q1	$4K	Buy	109 +2	+2%	+$85	﹤0.01%	685
2021 Q4	$4K	Buy	107 +2	+2%	+$79	﹤0.01%	695
2021 Q3	$4K	Buy	105 +3	+3%	+$111	﹤0.01%	699
2021 Q2	$4K	Buy	102 +2	+2%	+$71	﹤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	+$2.68K	﹤0.01%	678