Berman Capital Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Sell |
115
-41
| -26% | -$713 | ﹤0.01% | 1743 |
|
|
2021
Q2 | $3K | Buy |
156
+1
| +0.6% | +$19 | ﹤0.01% | 1520 |
|
|
2021
Q1 | $3K | Buy |
155
+41
| +36% | +$794 | ﹤0.01% | 1444 |
|
|
2020
Q4 | $1K | Buy |
+114
| New | +$1K | ﹤0.01% | 1590 |
|
|
2020
Q3 | – | Sell |
-197
| Closed | -$3K | – | 1767 |
|
|
2020
Q2 | $3K | Buy |
197
+19
| +11% | +$289 | ﹤0.01% | 1180 |
|
|
2020
Q1 | $2K | Sell |
178
-275
| -61% | -$3.09K | ﹤0.01% | 1183 |
|
|
2019
Q4 | $14K | Buy |
453
+10
| +2% | +$309 | ﹤0.01% | 636 |
|
|
2019
Q3 | $14K | Sell |
443
-420
| -49% | -$13.3K | ﹤0.01% | 625 |
|
|
2019
Q2 | $26K | Buy |
863
+180
| +26% | +$5.42K | 0.01% | 444 |
|
|
2019
Q1 | $22K | Buy |
683
+404
| +145% | +$13K | 0.01% | 435 |
|
|
2018
Q4 | $7K | Buy |
+279
| New | +$7K | ﹤0.01% | 605 |
|