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Spire Wealth Management’s Sunoco SUN Stock Holding History

Spire Wealth Management’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-261
Closed -$11K – 2823
2022
Q1 		$11K Sell
261
-8,165
-97% -$347K ﹤0.01% 2009
2021
Q4 		$344K Buy
+8,426
New +$334K 0.01% 850
2021
Q2 		– Sell
-4,050
Closed -$131K – 2947
2021
Q1 		$131K Buy
+4,050
New +$127K ﹤0.01% 1269

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AAA
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BIM
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