Worth Asset Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-191
| Closed | -$8.32K | – | 388 |
|
|
2023
Q2 | $8.32K | Hold |
191
| – | – | 0.01% | 321 |
|
|
2023
Q1 | $8.38K | Hold |
191
| – | – | 0.01% | 336 |
|
|
2022
Q4 | $8.23K | Hold |
191
| – | – | 0.01% | 321 |
|
|
2022
Q3 | $7K | Sell |
191
-355
| -65% | -$13K | 0.01% | 317 |
|
|
2022
Q2 | $20K | Sell |
546
-120
| -18% | -$4.4K | 0.01% | 296 |
|
|
2022
Q1 | $26K | Buy |
+666
| New | +$26K | 0.02% | 278 |
|