BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-109
| Closed | -$2K | – | 1085 |
|
|
2020
Q1 | $2K | Hold |
109
| – | – | ﹤0.01% | 755 |
|
|
2019
Q4 | $4K | Hold |
109
| – | – | ﹤0.01% | 677 |
|
|
2019
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 613 |
|
|
2019
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 646 |
|
|
2019
Q1 | $4K | Hold |
109
| – | – | ﹤0.01% | 620 |
|
|
2018
Q4 | $3K | Buy |
+109
| New | +$3K | ﹤0.01% | 600 |
|