Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-475
| Closed | -$13K | – | 452 |
|
|
2015
Q3 | $13K | Hold |
475
| – | – | 0.01% | 351 |
|
|
2015
Q2 | $13K | Hold |
475
| – | – | 0.01% | 352 |
|
|
2015
Q1 | $13K | Hold |
475
| – | – | 0.01% | 350 |
|
|
2014
Q4 | $15K | Sell |
475
-2,660
| -85% | -$84K | 0.01% | 350 |
|
|
2014
Q3 | $113K | Hold |
3,135
| – | – | 0.07% | 148 |
|
|
2014
Q2 | $134K | Hold |
3,135
| – | – | 0.08% | 129 |
|
|
2014
Q1 | $110K | Hold |
3,135
| – | – | 0.07% | 113 |
|
|
2013
Q4 | $110K | Buy |
+3,135
| New | +$110K | 0.08% | 115 |
|