9258 Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $399K | Sell |
|
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|
2024
Q2 | $484K | Hold |
|
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|
2024
Q1 | $469K | Hold |
|
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|
2023
Q4 | $407K | Hold |
|
|||||
|
2023
Q3 | $436K | Hold |
|
|||||
|
2023
Q2 | $372K | Sell |
|
|||||
|
2023
Q1 | $430K | Hold |
|
|||||
|
2022
Q4 | $439K | Sell |
|
|||||
|
2022
Q3 | $428K | Hold |
|
|||||
|
2022
Q2 | $533K | Hold |
|
|||||
|
2022
Q1 | $496K | Buy |
|
|||||
|
2021
Q4 | $347K | Sell |
|
|||||
|
2021
Q3 | $333K | Hold |
|
|||||
|
2021
Q2 | $385K | Hold |
|
|||||
|
2021
Q1 | $335K | Hold |
|
|||||
|
2020
Q4 | $269K | Hold |
|
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|
2020
Q3 | $181K | Sell |
|
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|
2020
Q2 | $286K | Sell |
|
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|
2020
Q1 | $302K | Sell |
|
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|
2019
Q4 | $655K | Buy |
|