B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-500
| Closed | -$13K | – | 664 |
|
|
2015
Q2 | $13K | Hold |
500
| – | – | 0.01% | 694 |
|
|
2015
Q1 | $14K | Hold |
500
| – | – | 0.01% | 697 |
|
|
2014
Q4 | $15K | Hold |
500
| – | – | 0.01% | 657 |
|
|
2014
Q3 | $18K | Hold |
500
| – | – | 0.01% | 643 |
|
|
2014
Q2 | $21K | Buy |
+500
| New | +$21K | 0.01% | 655 |
|