Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,355
| Closed | -$268K | – | 466 |
|
|
2023
Q4 | $268K | Sell |
8,355
-261
| -3% | -$8.36K | 0.04% | 404 |
|
|
2023
Q3 | $296K | Sell |
8,616
-6,579
| -43% | -$226K | 0.05% | 370 |
|
|
2023
Q2 | $446K | Sell |
15,195
-243
| -2% | -$7.13K | 0.05% | 368 |
|
|
2023
Q1 | $479K | Buy |
15,438
+1,840
| +14% | +$57.1K | 0.05% | 345 |
|
|
2022
Q4 | $431K | Buy |
13,598
+1,837
| +16% | +$58.3K | 0.05% | 358 |
|
|
2022
Q3 | $331K | Sell |
11,761
-561
| -5% | -$15.8K | 0.05% | 393 |
|
|
2022
Q2 | $432K | Sell |
12,322
-309
| -2% | -$10.8K | 0.06% | 343 |
|
|
2022
Q1 | $412K | Buy |
+12,631
| New | +$412K | 0.05% | 385 |
|