Altium 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
2018
Q4
Sell
-5,870
Closed -$227K 297
2018
Q3
$227K Sell
5,870
-1,194
-17% -$46.2K 0.04% 256
2018
Q2
$287K Buy
+7,064
New +$287K 0.08% 191