Banque Pictet & Cie’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,960
| Closed | -$284K | – | 615 |
|
|
2022
Q4 | $284K | Buy |
+8,960
| New | +$284K | ﹤0.01% | 565 |
|
|
2020
Q3 | – | Sell |
-28,400
| Closed | -$477K | – | 323 |
|
|
2020
Q2 | $477K | Hold |
28,400
| – | – | 0.01% | 265 |
|
|
2020
Q1 | $448K | Hold |
28,400
| – | – | 0.01% | 267 |
|
|
2019
Q4 | $932K | Buy |
28,400
+5,000
| +21% | +$164K | 0.02% | 242 |
|
|
2019
Q3 | $739K | Buy |
+23,400
| New | +$739K | 0.01% | 243 |
|
|
2016
Q3 | – | Sell |
-8,745
| Closed | -$241K | – | 329 |
|
|
2016
Q2 | $241K | Hold |
8,745
| – | – | 0.01% | 302 |
|
|
2016
Q1 | $245K | Buy |
+8,745
| New | +$245K | 0.01% | 301 |
|