Crescent Grove Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,700
| Closed | -$301K | – | 286 |
|
|
2022
Q3 | $301K | Sell |
10,700
-1,415
| -12% | -$39.8K | 0.03% | 208 |
|
|
2022
Q2 | $425K | Sell |
12,115
-1,650
| -12% | -$57.9K | 0.04% | 172 |
|
|
2022
Q1 | $449K | Buy |
13,765
+3,565
| +35% | +$116K | 0.04% | 179 |
|
|
2021
Q4 | $255K | Buy |
+10,200
| New | +$255K | 0.02% | 253 |
|