Bell Bank’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-7,188
| Closed | -$210K | – | 151 |
|
|
2015
Q1 | $210K | Sell |
7,188
-1,965
| -21% | -$57.4K | 0.15% | 147 |
|
|
2014
Q4 | $291K | Buy |
+9,153
| New | +$291K | 0.2% | 141 |
|
|
2014
Q3 | – | Sell |
-10,140
| Closed | -$432K | – | 166 |
|
|
2014
Q2 | $432K | Sell |
10,140
-2,905
| -22% | -$124K | 0.3% | 128 |
|
|
2014
Q1 | $456K | Sell |
13,045
-5,091
| -28% | -$178K | 0.3% | 139 |
|
|
2013
Q4 | $636K | Sell |
18,136
-31,095
| -63% | -$1.09M | 0.33% | 136 |
|
|
2013
Q3 | $1.76M | Sell |
49,231
-1,140
| -2% | -$40.8K | 0.62% | 64 |
|
|
2013
Q2 | $1.49M | Buy |
+50,371
| New | +$1.49M | 0.52% | 81 |
|