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