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 |
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|
2017
Q3 | $16K | Hold |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $12K | Hold |
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|
2016
Q4 | $13K | Hold |
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|
2016
Q3 | $15K | Sell |
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|
2016
Q2 | $4.23M | Buy |
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|
2016
Q1 | $3.05M | Sell |
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|
2015
Q4 | $7M | Sell |
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|
2015
Q3 | $7.78M | Buy |
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|
2015
Q2 | $8.92M | Sell |
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|
2015
Q1 | $10.1M | Buy |
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