CT Financial Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $49.2K | Hold |
1,600
| – | – | 0.03% | 275 |
|
|
2016
Q4 | $52.3K | Hold |
1,600
| – | – | 0.03% | 263 |
|
|
2016
Q3 | $44.4K | Sell |
1,600
-450
| -22% | -$12.5K | 0.03% | 282 |
|
|
2016
Q2 | $56.8K | Hold |
2,050
| – | – | 0.04% | 252 |
|
|
2016
Q1 | $57K | Hold |
2,050
| – | – | 0.03% | 276 |
|
|
2015
Q4 | $52.9K | Hold |
2,050
| – | – | 0.03% | 290 |
|
|
2015
Q3 | $54.8K | Hold |
2,050
| – | – | 0.03% | 281 |
|
|
2015
Q2 | $56.4K | Hold |
2,050
| – | – | 0.03% | 289 |
|
|
2015
Q1 | $60K | Hold |
2,050
| – | – | 0.03% | 283 |
|
|
2014
Q4 | $65.1K | Buy |
+2,050
| New | +$65.1K | 0.05% | 212 |
|
|
2014
Q1 | $60K | Buy |
+2,050
| New | +$60K | 0.03% | 283 |
|