Cambridge Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,400
| Closed | -$209K | – | 143 |
|
|
2018
Q3 | $209K | Hold |
5,400
| – | – | 0.07% | 132 |
|
|
2018
Q2 | $220K | Buy |
+5,400
| New | +$220K | 0.08% | 131 |
|
|
2017
Q1 | – | Sell |
-6,300
| Closed | -$206K | – | 135 |
|
|
2016
Q4 | $206K | Buy |
+6,300
| New | +$206K | 0.09% | 125 |
|
|
2016
Q1 | – | Sell |
-8,800
| Closed | -$227K | – | 134 |
|
|
2015
Q4 | $227K | Sell |
8,800
-4,500
| -34% | -$116K | 0.13% | 119 |
|
|
2015
Q3 | $355K | Buy |
13,300
+1,000
| +8% | +$26.7K | 0.21% | 94 |
|
|
2015
Q2 | $338K | Hold |
12,300
| – | – | 0.19% | 95 |
|
|
2015
Q1 | $360K | Hold |
12,300
| – | – | 0.21% | 90 |
|
|
2014
Q4 | $391K | Buy |
+12,300
| New | +$391K | 0.24% | 85 |
|