Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-124
| Closed | -$3.66K | – | 1110 |
|
|
2023
Q2 | $3.66K | Buy |
124
+1
| +0.8% | +$29 | ﹤0.01% | 754 |
|
|
2023
Q1 | $3.82K | Buy |
+123
| New | +$3.82K | ﹤0.01% | 729 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1012 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1025 |
|
|
2021
Q2 | – | Sell |
-12
| Closed | – | – | 859 |
|
|
2021
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 825 |
|
|
2020
Q1 | – | Sell |
-344
| Closed | -$11K | – | 679 |
|
|
2019
Q4 | $11K | Buy |
344
+4
| +1% | +$128 | ﹤0.01% | 393 |
|
|
2019
Q3 | $11K | Buy |
340
+3
| +0.9% | +$97 | ﹤0.01% | 356 |
|
|
2019
Q2 | $11K | Buy |
337
+4
| +1% | +$131 | ﹤0.01% | 364 |
|
|
2019
Q1 | $11K | Buy |
333
+3
| +0.9% | +$99 | ﹤0.01% | 376 |
|
|
2018
Q4 | $11K | Buy |
330
+3
| +0.9% | +$100 | ﹤0.01% | 365 |
|
|
2018
Q3 | $12K | Buy |
327
+2
| +0.6% | +$73 | ﹤0.01% | 355 |
|
|
2018
Q2 | $13K | Buy |
+325
| New | +$13K | ﹤0.01% | 342 |
|