Avantra Family Wealth’s Suncor Energy SU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,085
Closed -$360K 165
2024
Q4
$360K Buy
+10,085
New +$360K 0.34% 106