Carolinas Wealth Consulting’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,165
| Closed | -$41K | – | 939 |
|
|
2022
Q2 | $41K | Hold |
1,165
| – | – | 0.01% | 357 |
|
|
2022
Q1 | $38K | Hold |
1,165
| – | – | 0.01% | 393 |
|
|
2021
Q4 | $29K | Buy |
1,165
+440
| +61% | +$11K | 0.01% | 433 |
|
|
2021
Q3 | $15K | Hold |
725
| – | – | ﹤0.01% | 526 |
|
|
2021
Q2 | $17K | Buy |
725
+375
| +107% | +$8.79K | ﹤0.01% | 532 |
|
|
2021
Q1 | $7K | Buy |
+350
| New | +$7K | ﹤0.01% | 668 |
|