BOK Financial Private Wealth’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,839
| Closed | -$258K | – | 142 |
|
|
2017
Q2 | $258K | Hold |
8,839
| – | – | 0.04% | 106 |
|
|
2017
Q1 | $272K | Hold |
8,839
| – | – | 0.04% | 111 |
|
|
2016
Q4 | $289K | Hold |
8,839
| – | – | 0.04% | 111 |
|
|
2016
Q3 | $246K | Hold |
8,839
| – | – | 0.04% | 126 |
|
|
2016
Q2 | $245K | Buy |
8,839
+1,000
| +13% | +$27.7K | 0.04% | 117 |
|
|
2016
Q1 | $218K | Hold |
7,839
| – | – | 0.04% | 70 |
|
|
2015
Q4 | $202K | Hold |
7,839
| – | – | 0.03% | 74 |
|
|
2015
Q3 | $209K | Buy |
+7,839
| New | +$209K | 0.04% | 71 |
|