Boston Private Bank & Trust’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $17K | Sell |
573
-8,500
| -94% | -$252K | ﹤0.01% | 756 |
|
|
2014
Q4 | $288K | Sell |
9,073
-116
| -1% | -$3.68K | 0.01% | 353 |
|
|
2014
Q3 | $332K | Hold |
9,189
| – | – | 0.02% | 340 |
|
|
2014
Q2 | $392K | Hold |
9,189
| – | – | 0.02% | 319 |
|
|
2014
Q1 | $321K | Sell |
9,189
-615
| -6% | -$21.5K | 0.02% | 342 |
|
|
2013
Q4 | $344K | Buy |
9,804
+965
| +11% | +$33.9K | 0.02% | 335 |
|
|
2013
Q3 | $316K | Hold |
8,839
| – | – | 0.02% | 325 |
|
|
2013
Q2 | $261K | Buy |
+8,839
| New | +$261K | 0.02% | 338 |
|