Acima Private Wealth’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,450
| Closed | -$23K | – | 274 |
|
|
2020
Q1 | $23K | Hold |
1,450
| – | – | 0.02% | 197 |
|
|
2019
Q4 | $48K | Hold |
1,450
| – | – | 0.03% | 190 |
|
|
2019
Q3 | $45K | Hold |
1,450
| – | – | 0.03% | 193 |
|
|
2019
Q2 | $45K | Hold |
1,450
| – | – | 0.04% | 185 |
|
|
2019
Q1 | $47K | Buy |
1,450
+320
| +28% | +$10.4K | 0.04% | 176 |
|
|
2018
Q4 | $32K | Buy |
+1,130
| New | +$32K | 0.03% | 178 |
|