Avantax Planning Partners’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
-349
Closed -$14K 1074
2018
Q3
$14K Buy
+349
New +$14K ﹤0.01% 795
2018
Q2
Sell
-62
Closed -$2K 1306
2018
Q1
$2K Buy
+62
New +$2K ﹤0.01% 1626