Cornerstone Wealth Group’s Suncor Energy SU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-215,932
Closed -$4.3M 161
2021
Q2
$4.3M Buy
215,932
+16,301
+8% +$325K 0.88% 29
2021
Q1
$4.07M Buy
199,631
+97,102
+95% +$1.98M 0.83% 31
2020
Q4
$1.72M Buy
+102,529
New +$1.72M 0.42% 84