Spire Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-261
| Closed | -$11K | – | 2822 |
|
|
2022
Q1 | $11K | Sell |
261
-8,165
| -97% | -$344K | ﹤0.01% | 2009 |
|
|
2021
Q4 | $344K | Buy |
+8,426
| New | +$344K | 0.01% | 850 |
|
|
2021
Q2 | – | Sell |
-4,050
| Closed | -$131K | – | 2947 |
|
|
2021
Q1 | $131K | Buy |
+4,050
| New | +$131K | ﹤0.01% | 1269 |
|