Corient Capital Partners’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 | $345K | Hold |
9,834
| – | – | 0.03% | 423 |
|
|
2022
Q2 | $345K | Sell |
9,834
-567
| -5% | -$19.9K | 0.03% | 435 |
|
|
2022
Q1 | $339K | Buy |
10,401
+387
| +4% | +$12.6K | 0.02% | 499 |
|
|
2021
Q4 | $251K | Buy |
+10,014
| New | +$251K | 0.02% | 589 |
|
|
2021
Q3 | – | Sell |
-9,419
| Closed | -$226K | – | 721 |
|
|
2021
Q2 | $226K | Buy |
+9,419
| New | +$226K | 0.02% | 589 |
|
|
2020
Q1 | – | Sell |
-7,861
| Closed | -$258K | – | 475 |
|
|
2019
Q4 | $258K | Buy |
7,861
+1,268
| +19% | +$41.6K | 0.03% | 391 |
|
|
2019
Q3 | $208K | Buy |
+6,593
| New | +$208K | 0.03% | 405 |
|