Advisor Partners II’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.13M | Sell |
32,730
-102
| -0.3% | -$3.51K | 0.05% | 448 |
|
2023
Q2 | $963K | Buy |
32,832
+7,840
| +31% | +$230K | 0.05% | 399 |
|
2023
Q1 | $776K | Buy |
24,992
+8,961
| +56% | +$278K | 0.04% | 416 |
|
2022
Q4 | $509K | Buy |
16,031
+5,894
| +58% | +$187K | 0.03% | 515 |
|
2022
Q3 | $285K | Buy |
+10,137
| New | +$285K | 0.02% | 628 |
|