WAM
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Worth Asset Management’s Sunoco SUN Stock Holding History

Worth Asset Management’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$14K 0.01% 317
2022
Q2 		$20K Sell
546
-120
-18% -$4.88K 0.01% 296
2022
Q1 		$26K Buy
+666
New +$28.3K 0.02% 278

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