AllSquare Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-500
| Closed | -$6K | – | 488 |
|
|
2020
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 374 |
|
|
2020
Q2 | $8K | Hold |
500
| – | – | 0.01% | 359 |
|
|
2020
Q1 | $8K | Hold |
500
| – | – | 0.01% | 333 |
|
|
2019
Q4 | $16K | Hold |
500
| – | – | 0.01% | 284 |
|
|
2019
Q3 | $16K | Hold |
500
| – | – | 0.01% | 282 |
|
|
2019
Q2 | $16K | Hold |
500
| – | – | 0.01% | 286 |
|
|
2019
Q1 | $16K | Sell |
500
-331
| -40% | -$10.6K | 0.01% | 278 |
|
|
2018
Q4 | $23K | Hold |
831
| – | – | 0.02% | 243 |
|
|
2018
Q3 | $32K | Hold |
831
| – | – | 0.02% | 222 |
|
|
2018
Q2 | $34K | Buy |
+831
| New | +$34K | 0.03% | 218 |
|