Taylor Wealth Management Partners’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-500	Closed	-$16K	–	160
2017 Q3	$16K	Hold	500	–	–	0.01%	120
2017 Q2	$15K	Hold	500	–	–	0.01%	122
2017 Q1	$12K	Hold	500	–	–	0.01%	130
2016 Q4	$13K	Hold	500	–	–	0.01%	129
2016 Q3	$15K	Sell	500 -140,847	-100%	-$4.23M	0.01%	116
2016 Q2	$4.23M	Buy	141,347 +49,380	+54%	+$1.62M	1.7%	30
2016 Q1	$3.05M	Sell	91,967 -84,870	-48%	-$2.71M	1.44%	29
2015 Q4	$7M	Sell	176,837 -52,879	-23%	-$1.9M	3.02%	14
2015 Q3	$7.78M	Buy	229,716 +32,886	+17%	+$1.26M	3.75%	12
2015 Q2	$8.92M	Sell	196,830 -300	-0.2%	-$14.4K	2.85%	15
2015 Q1	$10.1M	Buy	+197,130	New	+$9.97M	3.18%	8