Beacon Pointe Advisors’s Suncor Energy SU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,156
Closed -$227K 1340
2024
Q1
$227K Buy
+6,156
New +$227K ﹤0.01% 1199