Bridges Investment Management’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 |
-8,920
| Closed | -$292K | – | 264 |
|
|
2019
Q4 | $292K | Buy |
8,920
+840
| +10% | +$27.5K | 0.01% | 242 |
|
|
2019
Q3 | $255K | Sell |
8,080
-1,325
| -14% | -$41.8K | 0.01% | 396 |
|
|
2019
Q2 | $294K | Sell |
9,405
-5,420
| -37% | -$169K | 0.01% | 376 |
|
|
2019
Q1 | $481K | Sell |
14,825
-21,163
| -59% | -$687K | 0.02% | 267 |
|
|
2018
Q4 | $1.01M | Buy |
35,988
+1,425
| +4% | +$39.9K | 0.05% | 176 |
|
|
2018
Q3 | $1.34M | Buy |
34,563
+640
| +2% | +$24.8K | 0.07% | 149 |
|
|
2018
Q2 | $1.38M | Hold |
33,923
| – | – | 0.06% | 153 |
|
|
2018
Q1 | $1.17M | Buy |
33,923
+10,479
| +45% | +$362K | 0.05% | 158 |
|
|
2017
Q4 | $861K | Hold |
23,444
| – | – | 0.07% | 117 |
|
|
2017
Q3 | $821K | Buy |
23,444
+7,887
| +51% | +$276K | 0.08% | 101 |
|
|
2017
Q2 | $454K | Sell |
15,557
-175
| -1% | -$5.11K | 0.06% | 101 |
|
|
2017
Q1 | $484K | Buy |
15,732
+2,933
| +23% | +$90.2K | 0.07% | 98 |
|
|
2016
Q4 | $418K | Buy |
12,799
+4,774
| +59% | +$156K | 0.06% | 109 |
|
|
2016
Q3 | $223K | Buy |
8,025
+450
| +6% | +$12.5K | 0.04% | 125 |
|
|
2016
Q2 | $210K | Buy |
+7,575
| New | +$210K | 0.04% | 130 |
|