Catamount Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Hold |
0
| – | – | – | 208 |
|
|
2017
Q3 | – | Sell |
-140
| Closed | -$4K | – | 199 |
|
|
2017
Q2 | $4K | Hold |
140
| – | – | ﹤0.01% | 148 |
|
|
2017
Q1 | $4K | Hold |
140
| – | – | ﹤0.01% | 157 |
|
|
2016
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 136 |
|
|
2016
Q3 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 137 |
|