Evoke Wealth’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-7,000
| Closed | -$175K | – | 1248 |
|
2021
Q4 | $175K | Hold |
7,000
| – | – | 0.01% | 381 |
|
2021
Q3 | $145K | Hold |
7,000
| – | – | 0.01% | 377 |
|
2021
Q2 | $168K | Hold |
7,000
| – | – | 0.01% | 382 |
|
2021
Q1 | $146K | Hold |
7,000
| – | – | 0.01% | 344 |
|
2020
Q4 | $117K | Sell |
7,000
-2,089
| -23% | -$34.9K | 0.01% | 287 |
|
2020
Q3 | $111K | Sell |
9,089
-87
| -0.9% | -$1.06K | 0.01% | 271 |
|
2020
Q2 | $155K | Buy |
9,176
+2,176
| +31% | +$36.8K | 0.02% | 222 |
|
2020
Q1 | $111K | Sell |
7,000
-1,450
| -17% | -$22.9K | 0.02% | 249 |
|
2019
Q4 | $277K | Sell |
8,450
-4
| -0% | -$131 | 0.04% | 184 |
|
2019
Q3 | $267K | Buy |
+8,454
| New | +$267K | 0.03% | 219 |
|