Alera Investment Advisors’s Suncor Energy SU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,438	Closed	-$47K	–	877
2019 Q1	$47K	Buy	1,438 +71	+5%	+$2.32K	0.02%	171
2018 Q4	$38K	Buy	+1,367	New	+$38K	0.02%	199