Clarus Wealth Advisors’s Suncor Energy SU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$47K | – | 495 |
|
|
2019
Q2 | $47K | Hold |
1,500
| – | – | 0.03% | 280 |
|
|
2019
Q1 | $49K | Hold |
1,500
| – | – | 0.04% | 299 |
|
|
2018
Q4 | $42K | Hold |
1,500
| – | – | 0.07% | 286 |
|
|
2018
Q3 | $58K | Hold |
1,500
| – | – | 0.04% | 273 |
|
|
2018
Q2 | $52K | Buy |
+1,500
| New | +$52K | 0.04% | 280 |
|