Belpointe Asset 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
Q2 | – | Sell |
-5,910
| Closed | -$183K | – | 3041 |
|
|
2023
Q1 | $183K | Sell |
5,910
-312
| -5% | -$9.69K | 0.01% | 981 |
|
|
2022
Q4 | $197K | Sell |
6,222
-1,219
| -16% | -$38.7K | 0.01% | 902 |
|
|
2022
Q3 | $210K | Sell |
7,441
-41
| -0.5% | -$1.16K | 0.01% | 812 |
|
|
2022
Q2 | $263K | Sell |
7,482
-353
| -5% | -$12.4K | 0.02% | 726 |
|
|
2022
Q1 | $255K | Sell |
7,835
-2,750
| -26% | -$89.5K | 0.02% | 801 |
|
|
2021
Q4 | $264K | Buy |
10,585
+2,481
| +31% | +$61.9K | 0.02% | 771 |
|
|
2021
Q3 | $168K | Sell |
8,104
-466
| -5% | -$9.66K | 0.01% | 928 |
|
|
2021
Q2 | $205K | Buy |
+8,570
| New | +$205K | 0.01% | 828 |
|
|
2019
Q2 | – | Sell |
-3,575
| Closed | -$116K | – | 651 |
|
|
2019
Q1 | $116K | Buy |
+3,575
| New | +$116K | 0.02% | 413 |
|