WealthPlan Investment Management’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,276	Closed	-$482K	–	566
2022 Q4	$482K	Sell	10,276 -150	-1%	-$7.04K	0.03%	258
2022 Q3	$453K	Buy	+10,426	New	+$453K	0.03%	253