State Street’s Sunworks, Inc. SUNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-113,153
| Closed | -$26.6K | – | 4454 |
|
|
2023
Q4 | $26.6K | Hold |
113,153
| – | – | ﹤0.01% | 4306 |
|
|
2023
Q3 | $58.8K | Hold |
113,153
| – | – | ﹤0.01% | 4247 |
|
|
2023
Q2 | $128K | Hold |
113,153
| – | – | ﹤0.01% | 4147 |
|
|
2023
Q1 | $163K | Hold |
113,153
| – | – | ﹤0.01% | 4144 |
|
|
2022
Q4 | $179K | Hold |
113,153
| – | – | ﹤0.01% | 4147 |
|
|
2022
Q3 | $316K | Buy |
113,153
+24,800
| +28% | +$69.3K | ﹤0.01% | 3946 |
|
|
2022
Q2 | $140K | Hold |
88,353
| – | – | ﹤0.01% | 4363 |
|
|
2022
Q1 | $223K | Buy |
88,353
+7,863
| +10% | +$19.8K | ﹤0.01% | 4340 |
|
|
2021
Q4 | $247K | Hold |
80,490
| – | – | ﹤0.01% | 4259 |
|
|
2021
Q3 | $494K | Buy |
80,490
+800
| +1% | +$4.91K | ﹤0.01% | 3984 |
|
|
2021
Q2 | $838K | Buy |
+79,690
| New | +$838K | ﹤0.01% | 3698 |
|