TRADITION WEALTH MANAGEMENT, LLC – Sunoco LP Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$335,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
+4.62%
quarter
Sunoco LP 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.69% | 59 shares | 17K | $38.97 | 8.58K |
| Q2 2022 | share | Increase | +31.82% | 2.05K shares | 54K | $37.25 | 8.52K |
| Q1 2022 | share | Increase | +0.89% | 57 shares | 2K | $40.84 | 6.46K |
| Q4 2021 | share | Increase | +9.51% | 557 shares | 44K | $40.48 | 6.41K |
| Q3 2021 | share | Increase | +1.05% | 61 shares | 0 | $36.57 | 5.85K |
| Q2 2021 | share | Increase | +10.74% | 562 shares | 51K | $36.14 | 5.79K |
| Q1 2021 | share | Increase | +1.32% | 68 shares | 18K | $29.83 | 5.23K |
| Q4 2020 | share | Increase | 0.00% | 5.16K shares | 149K | $26.29 | 5.16K |