Constellation Wealth Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $5.87M | Sell |
219,667
-452
| -0.2% | -$12.1K | 0.65% | 38 |
|
|
2015
Q2 | $6.06M | Buy |
220,119
+46
| +0% | +$1.27K | 0.51% | 45 |
|
|
2015
Q1 | $6.44M | Sell |
220,073
-1,170
| -0.5% | -$34.2K | 0.57% | 42 |
|
|
2014
Q4 | $7.03M | Buy |
221,243
+3,818
| +2% | +$121K | 0.58% | 39 |
|
|
2014
Q3 | $7.86M | Buy |
217,425
+2,622
| +1% | +$94.8K | 0.72% | 32 |
|
|
2014
Q2 | $9.16M | Buy |
214,803
+9,632
| +5% | +$411K | 1.03% | 26 |
|
|
2014
Q1 | $7.17M | Buy |
205,171
+8,182
| +4% | +$286K | 0.7% | 37 |
|
|
2013
Q4 | $6.9M | Buy |
196,989
+9,487
| +5% | +$332K | 0.66% | 36 |
|
|
2013
Q3 | $6.71M | Buy |
187,502
+8,608
| +5% | +$308K | 0.76% | 34 |
|
|
2013
Q2 | $5.28M | Buy |
+178,894
| New | +$5.28M | 0.63% | 38 |
|