Bartlett & Co’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $77K | Sell |
2,400
-300
| -11% | -$9.63K | ﹤0.01% | 620 |
|
|
2023
Q3 | $93K | Hold |
2,700
| – | – | ﹤0.01% | 556 |
|
|
2023
Q2 | $79K | Buy |
2,700
+2,600
| +2,600% | +$76.1K | ﹤0.01% | 579 |
|
|
2023
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 953 |
|
|
2022
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 984 |
|
|
2022
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1007 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$16K | – | 871 |
|
|
2020
Q1 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 607 |
|
|
2019
Q2 | – | Sell |
-47
| Closed | -$2K | – | 793 |
|
|
2019
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 654 |
|
|
2018
Q4 | – | Sell |
-39
| Closed | -$2K | – | 704 |
|
|
2018
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 665 |
|
|
2016
Q1 | – | Sell |
-5,500
| Closed | -$142K | – | 734 |
|
|
2015
Q4 | $142K | Hold |
5,500
| – | – | 0.01% | 282 |
|
|
2015
Q3 | $147K | Hold |
5,500
| – | – | 0.01% | 274 |
|
|
2015
Q2 | $151K | Buy |
5,500
+740
| +16% | +$20.3K | 0.01% | 283 |
|
|
2015
Q1 | $139K | Hold |
4,760
| – | – | 0.01% | 292 |
|
|
2014
Q4 | $151K | Sell |
4,760
-390
| -8% | -$12.4K | 0.01% | 282 |
|
|
2014
Q3 | $186K | Sell |
5,150
-300
| -6% | -$10.8K | 0.01% | 256 |
|
|
2014
Q2 | $232K | Sell |
5,450
-800
| -13% | -$34.1K | 0.01% | 245 |
|
|
2014
Q1 | $218K | Buy |
6,250
+3,400
| +119% | +$119K | 0.01% | 247 |
|
|
2013
Q4 | $100K | Sell |
2,850
-29
| -1% | -$1.02K | 0.01% | 304 |
|
|
2013
Q3 | $103K | Sell |
2,879
-471
| -14% | -$16.9K | 0.01% | 295 |
|
|
2013
Q2 | $99K | Buy |
+3,350
| New | +$99K | 0.01% | 298 |
|