BDO Wealth Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $62.2K | Hold |
2,120
| – | – | 0.01% | 399 |
|
2023
Q1 | $65.8K | Hold |
2,120
| – | – | 0.01% | 373 |
|
2022
Q4 | $67.3K | Buy |
2,120
+70
| +3% | +$2.22K | 0.01% | 376 |
|
2022
Q3 | $58K | Hold |
2,050
| – | – | 0.01% | 387 |
|
2022
Q2 | $72K | Sell |
2,050
-3,700
| -64% | -$130K | 0.01% | 366 |
|
2022
Q1 | $187K | Buy |
5,750
+2,500
| +77% | +$81.3K | 0.02% | 278 |
|
2021
Q4 | $81K | Sell |
3,250
-1,365
| -30% | -$34K | 0.01% | 375 |
|
2021
Q3 | $96K | Sell |
4,615
-143
| -3% | -$2.98K | 0.01% | 356 |
|
2021
Q2 | $114K | Sell |
4,758
-1,180
| -20% | -$28.3K | 0.01% | 356 |
|
2021
Q1 | $124K | Buy |
+5,938
| New | +$124K | 0.01% | 342 |
|