Alerus 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-74,020
| Closed | -$3.16M | – | 159 |
|
2014
Q2 | $3.16M | Buy |
74,020
+123
| +0.2% | +$5.24K | 0.54% | 66 |
|
2014
Q1 | $2.59M | Sell |
73,897
-4,524
| -6% | -$158K | 0.56% | 75 |
|
2013
Q4 | $2.75M | Sell |
78,421
-22,466
| -22% | -$787K | 0.61% | 76 |
|
2013
Q3 | $3.61M | Sell |
100,887
-11,204
| -10% | -$401K | 0.72% | 70 |
|
2013
Q2 | $3.31M | Buy |
+112,091
| New | +$3.31M | 0.51% | 77 |
|