SWM
Selective Wealth Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-500
| Closed | -$16K | – | 548 |
|
|
2021
Q1 | $16K | Sell |
500
-400
| -44% | -$12.8K | 0.01% | 213 |
|
|
2020
Q4 | $26K | Hold |
900
| – | – | 0.02% | 156 |
|
|
2020
Q3 | $22K | Hold |
900
| – | – | 0.02% | 150 |
|
|
2020
Q2 | $21K | Buy |
+900
| New | +$21K | 0.02% | 173 |
|
|
2018
Q3 | $4K | Buy |
+150
| New | +$4K | 0.05% | 127 |
|