9258 Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $399K | Sell |
10,796
-1,900
| -15% | -$70.1K | 0.06% | 233 |
|
|
2024
Q2 | $484K | Hold |
12,696
| – | – | 0.07% | 195 |
|
|
2024
Q1 | $469K | Hold |
12,696
| – | – | 0.07% | 203 |
|
|
2023
Q4 | $407K | Hold |
12,696
| – | – | 0.07% | 209 |
|
|
2023
Q3 | $436K | Hold |
12,696
| – | – | 0.08% | 190 |
|
|
2023
Q2 | $372K | Sell |
12,696
-1,150
| -8% | -$33.7K | 0.07% | 224 |
|
|
2023
Q1 | $430K | Hold |
13,846
| – | – | 0.09% | 198 |
|
|
2022
Q4 | $439K | Sell |
13,846
-1,361
| -9% | -$43.2K | 0.1% | 193 |
|
|
2022
Q3 | $428K | Hold |
15,207
| – | – | 0.11% | 182 |
|
|
2022
Q2 | $533K | Hold |
15,207
| – | – | 0.14% | 163 |
|
|
2022
Q1 | $496K | Buy |
15,207
+1,361
| +10% | +$44.4K | 0.12% | 189 |
|
|
2021
Q4 | $347K | Sell |
13,846
-2,200
| -14% | -$55.1K | 0.08% | 259 |
|
|
2021
Q3 | $333K | Hold |
16,046
| – | – | 0.09% | 239 |
|
|
2021
Q2 | $385K | Hold |
16,046
| – | – | 0.1% | 211 |
|
|
2021
Q1 | $335K | Hold |
16,046
| – | – | 0.1% | 218 |
|
|
2020
Q4 | $269K | Hold |
16,046
| – | – | 0.09% | 246 |
|
|
2020
Q3 | $181K | Sell |
16,046
-900
| -5% | -$10.2K | 0.07% | 274 |
|
|
2020
Q2 | $286K | Sell |
16,946
-2,127
| -11% | -$35.9K | 0.12% | 211 |
|
|
2020
Q1 | $302K | Sell |
19,073
-908
| -5% | -$14.4K | 0.13% | 186 |
|
|
2019
Q4 | $655K | Buy |
+19,981
| New | +$655K | 0.24% | 119 |
|