SUNW
Wells Fargo’s Sunworks, Inc. SUNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,341
| Closed | -$315 | – | 7234 |
|
|
2023
Q4 | $315 | Buy |
1,341
+42
| +3% | +$10 | ﹤0.01% | 6049 |
|
|
2023
Q3 | $675 | Buy |
1,299
+43
| +3% | +$22 | ﹤0.01% | 5920 |
|
|
2023
Q2 | $1.42K | Buy |
1,256
+13
| +1% | +$15 | ﹤0.01% | 5956 |
|
|
2023
Q1 | $1.79K | Buy |
1,243
+3
| +0.2% | +$4 | ﹤0.01% | 5926 |
|
|
2022
Q4 | $1.96K | Buy |
1,240
+21
| +2% | +$33 | ﹤0.01% | 5690 |
|
|
2022
Q3 | $4K | Sell |
1,219
-1
| -0.1% | -$3 | ﹤0.01% | 5675 |
|
|
2022
Q2 | $2K | Buy |
1,220
+38
| +3% | +$62 | ﹤0.01% | 6113 |
|
|
2022
Q1 | $3K | Sell |
1,182
-985
| -45% | -$2.5K | ﹤0.01% | 6264 |
|
|
2021
Q4 | $7K | Buy |
2,167
+1,000
| +86% | +$3.23K | ﹤0.01% | 6102 |
|
|
2021
Q3 | $7K | Sell |
1,167
-508
| -30% | -$3.05K | ﹤0.01% | 5982 |
|
|
2021
Q2 | $18K | Buy |
1,675
+19
| +1% | +$204 | ﹤0.01% | 5619 |
|
|
2021
Q1 | $24K | Buy |
1,656
+1,548
| +1,433% | +$22.4K | ﹤0.01% | 5744 |
|
|
2020
Q4 | $1K | Buy |
108
+6
| +6% | +$56 | ﹤0.01% | 6050 |
|
|
2020
Q3 | $0 | Buy |
102
+69
| +209% | – | ﹤0.01% | 6663 |
|
|
2020
Q2 | $0 | Hold |
33
| – | – | ﹤0.01% | 6559 |
|
|
2020
Q1 | $0 | Buy |
+33
| New | – | ﹤0.01% | 6535 |
|
|
2019
Q4 | – | Sell |
-248
| Closed | -$1K | – | 6313 |
|
|
2019
Q3 | $1K | Sell |
248
-1,483
| -86% | -$5.98K | ﹤0.01% | 5827 |
|
|
2019
Q2 | $1K | Hold |
1,731
| – | – | ﹤0.01% | 5822 |
|
|
2019
Q1 | $1K | Hold |
1,731
| – | – | ﹤0.01% | 5777 |
|
|
2018
Q4 | $0 | Hold |
1,731
| – | – | ﹤0.01% | 6080 |
|
|
2018
Q3 | $1K | Hold |
1,731
| – | – | ﹤0.01% | 5854 |
|
|
2018
Q2 | $2K | Hold |
1,731
| – | – | ﹤0.01% | 5809 |
|
|
2018
Q1 | $2K | Hold |
1,731
| – | – | ﹤0.01% | 5778 |
|
|
2017
Q4 | $2K | Hold |
1,731
| – | – | ﹤0.01% | 5764 |
|
|
2017
Q3 | $3K | Hold |
1,731
| – | – | ﹤0.01% | 5714 |
|
|
2017
Q2 | $3K | Hold |
1,731
| – | – | ﹤0.01% | 5636 |
|
|
2017
Q1 | $3K | Sell |
1,731
-2,164
| -56% | -$3.75K | ﹤0.01% | 5683 |
|
|
2016
Q4 | $8K | Hold |
3,895
| – | – | ﹤0.01% | 5512 |
|
|
2016
Q3 | $10K | Buy |
3,895
+1,731
| +80% | +$4.44K | ﹤0.01% | 5456 |
|
|
2016
Q2 | $5K | Hold |
2,164
| – | – | ﹤0.01% | 5516 |
|
|
2016
Q1 | $6K | Sell |
2,164
-385
| -15% | -$1.07K | ﹤0.01% | 5589 |
|
|
2015
Q4 | $9K | Hold |
2,549
| – | – | ﹤0.01% | 5489 |
|
|
2015
Q3 | $7K | Buy |
2,549
+385
| +18% | +$1.06K | ﹤0.01% | 5518 |
|
|
2015
Q2 | $8K | Hold |
2,164
| – | – | ﹤0.01% | 5633 |
|
|
2015
Q1 | $11K | Buy |
+2,164
| New | +$11K | ﹤0.01% | 5389 |
|