TPW
Tiller Private Wealth’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-14,452
| Closed | -$389K | – | 44 |
|
|
2016
Q4 | $389K | Buy |
14,452
+1,058
| +8% | +$28.5K | 0.3% | 32 |
|
|
2016
Q3 | $389K | Buy |
13,394
+481
| +4% | +$14K | 0.33% | 29 |
|
|
2016
Q2 | $387K | Buy |
12,913
+404
| +3% | +$12.1K | 0.32% | 29 |
|
|
2016
Q1 | $414K | Buy |
12,509
+872
| +7% | +$28.9K | 0.35% | 30 |
|
|
2015
Q4 | $461K | Buy |
+11,637
| New | +$461K | 0.44% | 26 |
|