Sound Income Strategies’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-28
| Closed | -$1.58K | – | 1498 |
|
|
2024
Q2 | $1.58K | Hold |
28
| – | – | ﹤0.01% | 1133 |
|
|
2024
Q1 | $1.69K | Buy |
+28
| New | +$1.69K | ﹤0.01% | 1092 |
|
|
2022
Q3 | – | Sell |
-107
| Closed | -$4K | – | 969 |
|
|
2022
Q2 | $4K | Hold |
107
| – | – | ﹤0.01% | 629 |
|
|
2022
Q1 | $4K | Hold |
107
| – | – | ﹤0.01% | 642 |
|
|
2021
Q4 | $4K | Hold |
107
| – | – | ﹤0.01% | 638 |
|
|
2021
Q3 | $4K | Hold |
107
| – | – | ﹤0.01% | 612 |
|
|
2021
Q2 | $4K | Hold |
107
| – | – | ﹤0.01% | 645 |
|
|
2021
Q1 | $3.41K | Hold |
107
| – | – | ﹤0.01% | 681 |
|
|
2020
Q4 | $3K | Hold |
107
| – | – | ﹤0.01% | 682 |
|
|
2020
Q3 | $3K | Hold |
107
| – | – | ﹤0.01% | 629 |
|
|
2020
Q2 | $2K | Hold |
107
| – | – | ﹤0.01% | 654 |
|
|
2020
Q1 | $2K | Hold |
107
| – | – | ﹤0.01% | 609 |
|
|
2019
Q4 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 541 |
|