Traphagen Investment Advisors’s Sunworks, Inc. SUNW Stock Holding History

Traphagen Investment Advisors’s Portfolio SUNW Stock Details SUNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21,000	Closed	-$4.93K	–	186
2023 Q4	$4.93K	Hold	21,000	–	–	﹤0.01%	173
2023 Q3	$10.9K	Buy	+21,000	New	+$22.5K	﹤0.01%	163

Other funds holding SUNW

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Traphagen Investment Advisors's SUNW Position: Q1 2024 in Review

Traphagen Investment Advisors sold out of Sunworks, Inc. (SUNW) in Q1 2024, closing a stake of 21,000 shares — an estimated $4.93K sold.

Traphagen Investment Advisors first reported a position in SUNW in Q3 2023 and held it in 2 quarters. The position peaked at $10.9K in Q3 2023. 2 funds tracked by Wall St. Rank hold SUNW as of Q1 2024.

Traphagen Investment Advisors reported no remaining Sunworks, Inc. position as of Q1 2024 after selling out during the quarter.
Traphagen Investment Advisors sold 21,000 Sunworks, Inc. shares in Q1 2024, an estimated $4.93K.
Traphagen Investment Advisors first reported a position in Sunworks, Inc. in Q3 2023 and held it in 2 quarters.
Traphagen Investment Advisors's Sunworks, Inc. position peaked at $10.9K in Q3 2023.
2 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q1 2024.

Based on Traphagen Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.