SEI Investments’s Sunworks, Inc. SUNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,071
| Closed | -$30K | – | 2465 |
|
|
2019
Q4 | $30K | Buy |
24,071
+1
| +0% | +$1 | ﹤0.01% | 2370 |
|
|
2019
Q3 | $57K | Buy |
24,070
+7,130
| +42% | +$16.9K | ﹤0.01% | 2336 |
|
|
2019
Q2 | $65K | Buy |
16,940
+2,493
| +17% | +$9.57K | ﹤0.01% | 2341 |
|
|
2019
Q1 | $44K | Hold |
14,447
| – | – | ﹤0.01% | 2647 |
|
|
2018
Q4 | $50K | Hold |
14,447
| – | – | ﹤0.01% | 2345 |
|
|
2018
Q3 | $50K | Buy |
14,447
+2,904
| +25% | +$10.1K | ﹤0.01% | 2232 |
|
|
2018
Q2 | $90K | Hold |
11,543
| – | – | ﹤0.01% | 2317 |
|
|
2018
Q1 | $77K | Buy |
11,543
+2,795
| +32% | +$18.6K | ﹤0.01% | 2223 |
|
|
2017
Q4 | $64K | Hold |
8,748
| – | – | ﹤0.01% | 2280 |
|
|
2017
Q3 | $96K | Hold |
8,748
| – | – | ﹤0.01% | 2092 |
|
|
2017
Q2 | $107K | Buy |
8,748
+1,487
| +20% | +$18.2K | ﹤0.01% | 2049 |
|
|
2017
Q1 | $77K | Buy |
7,261
+1,894
| +35% | +$20.1K | ﹤0.01% | 2019 |
|
|
2016
Q4 | $75K | Buy |
+5,367
| New | +$75K | ﹤0.01% | 2030 |
|