Brandywine Oak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,993
| Closed | -$262K | – | 253 |
|
|
2019
Q4 | $262K | Buy |
7,993
+957
| +14% | +$31.4K | 0.05% | 201 |
|
|
2019
Q3 | $222K | Sell |
7,036
-2,084
| -23% | -$65.8K | 0.04% | 214 |
|
|
2019
Q2 | $284K | Buy |
9,120
+92
| +1% | +$2.87K | 0.06% | 167 |
|
|
2019
Q1 | $292K | Sell |
9,028
-339
| -4% | -$11K | 0.06% | 162 |
|
|
2018
Q4 | $261K | Buy |
+9,367
| New | +$261K | 0.06% | 162 |
|