Valeo Financial Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-99,644
| Closed | -$4.37M | – | 643 |
|
|
2023
Q1 | $4.37M | Buy |
+99,644
| New | +$4.37M | 0.21% | 70 |
|
|
2022
Q4 | – | Sell |
-99,644
| Closed | -$3.88M | – | 575 |
|
|
2022
Q3 | $3.88M | Buy |
+99,644
| New | +$3.88M | 0.25% | 61 |
|
|
2020
Q3 | – | Sell |
-401
| Closed | -$9K | – | 2023 |
|
|
2020
Q2 | $9K | Buy |
+401
| New | +$9K | ﹤0.01% | 1260 |
|