Squar Milner Financial Services’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-405
| Closed | -$6K | – | 673 |
|
|
2020
Q1 | $6K | Hold |
405
| – | – | ﹤0.01% | 585 |
|
|
2019
Q4 | $12K | Buy |
+405
| New | +$12K | 0.01% | 570 |
|
|
2019
Q3 | – | Sell |
-405
| Closed | -$13K | – | 653 |
|
|
2019
Q2 | $13K | Hold |
405
| – | – | 0.01% | 495 |
|
|
2019
Q1 | $12K | Hold |
405
| – | – | 0.01% | 489 |
|
|
2018
Q4 | $11K | Hold |
405
| – | – | 0.01% | 461 |
|
|
2018
Q3 | $12K | Hold |
405
| – | – | 0.01% | 470 |
|
|
2018
Q2 | $10K | Buy |
+405
| New | +$10K | 0.01% | 591 |
|