PWS
SUN icon

Private Wealth Strategies’s Sunoco SUN Stock Holding History

Private Wealth Strategies’s Portfolio SUN Stock Details SUN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,054
Closed -$266K – 79
2023
Q1 		$266K Buy
6,054
+105
+2% +$4.61K 0.07% 61
2022
Q4 		$256K Buy
+5,949
New +$256K 0.07% 61