Simplex Trading’s Sunworks, Inc. SUNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Hold |
0
| – | – | – | 4434 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 4451 |
|
2023
Q4 | – | Sell |
-4,151
| Closed | -$2K | – | 4469 |
|
2023
Q3 | $2K | Buy |
4,151
+696
| +20% | +$335 | ﹤0.01% | 2026 |
|
2023
Q2 | $3K | Buy |
+3,455
| New | +$3K | ﹤0.01% | 2060 |
|
2023
Q1 | – | Sell |
-5,188
| Closed | -$8K | – | 4509 |
|
2022
Q4 | $8K | Sell |
5,188
-2,256
| -30% | -$3.48K | ﹤0.01% | 1896 |
|
2022
Q3 | $20K | Buy |
+7,444
| New | +$20K | ﹤0.01% | 1747 |
|
2022
Q2 | – | Sell |
-34,140
| Closed | -$86K | – | 4617 |
|
2022
Q1 | $86K | Buy |
34,140
+29,659
| +662% | +$74.7K | ﹤0.01% | 1476 |
|
2021
Q4 | $13K | Buy |
+4,481
| New | +$13K | ﹤0.01% | 2357 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3991 |
|
2021
Q2 | – | Sell |
-160
| Closed | -$2K | – | 4163 |
|
2021
Q1 | $2K | Sell |
160
-19,416
| -99% | -$243K | ﹤0.01% | 2367 |
|
2020
Q4 | $100K | Buy |
+19,576
| New | +$100K | ﹤0.01% | 1298 |
|
2016
Q1 | – | Sell |
-128
| Closed | -$3K | – | 2808 |
|
2015
Q4 | $3K | Buy |
+128
| New | +$3K | ﹤0.01% | 1556 |
|