Arete Wealth Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,512
| Closed | -$248K | – | 817 |
|
|
2024
Q2 | $248K | Buy |
+6,512
| New | +$248K | 0.02% | 585 |
|
|
2022
Q4 | – | Sell |
-9,620
| Closed | -$271K | – | 702 |
|
|
2022
Q3 | $271K | Buy |
9,620
+5,893
| +158% | +$166K | 0.03% | 431 |
|
|
2022
Q2 | $316K | Sell |
3,727
-6,220
| -63% | -$527K | 0.03% | 326 |
|
|
2022
Q1 | $324K | Buy |
9,947
+1,714
| +21% | +$55.8K | 0.03% | 359 |
|
|
2021
Q4 | $210K | Buy |
+8,233
| New | +$210K | 0.02% | 466 |
|
|
2020
Q3 | – | Sell |
-13,189
| Closed | -$222K | – | 411 |
|
|
2020
Q2 | $222K | Sell |
13,189
-611
| -4% | -$10.3K | 0.04% | 337 |
|
|
2020
Q1 | $218K | Sell |
13,800
-792
| -5% | -$12.5K | 0.04% | 291 |
|
|
2019
Q4 | $479K | Sell |
14,592
-717
| -5% | -$23.5K | 0.08% | 238 |
|
|
2019
Q3 | $483K | Buy |
15,309
+817
| +6% | +$25.8K | 0.09% | 224 |
|
|
2019
Q2 | $452K | Buy |
14,492
+1,224
| +9% | +$38.2K | 0.09% | 234 |
|
|
2019
Q1 | $430K | Buy |
13,268
+4,453
| +51% | +$144K | 0.09% | 233 |
|
|
2018
Q4 | $247K | Buy |
+8,815
| New | +$247K | 0.06% | 301 |
|