THWM
Taylor Hoffman Wealth Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,200
| Closed | -$27K | – | 325 |
|
|
2020
Q2 | $27K | Buy |
+1,200
| New | +$27K | 0.02% | 239 |
|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$37K | – | 341 |
|
|
2019
Q4 | $37K | Hold |
1,200
| – | – | 0.02% | 230 |
|
|
2019
Q3 | $38K | Hold |
1,200
| – | – | 0.03% | 227 |
|
|
2019
Q2 | $38K | Hold |
1,200
| – | – | 0.03% | 209 |
|
|
2019
Q1 | $37K | Hold |
1,200
| – | – | 0.03% | 214 |
|
|
2018
Q4 | $33K | Hold |
1,200
| – | – | 0.03% | 204 |
|
|
2018
Q3 | $35K | Hold |
1,200
| – | – | 0.03% | 208 |
|
|
2018
Q2 | $30K | Hold |
1,200
| – | – | 0.03% | 210 |
|
|
2018
Q1 | $31K | Hold |
1,200
| – | – | 0.03% | 213 |
|
|
2017
Q4 | $34K | Buy |
+1,200
| New | +$34K | 0.03% | 210 |
|