Financial Architects (New Jersey)’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-352
| Closed | -$6K | – | 906 |
|
|
2020
Q1 | $6K | Sell |
352
-1,425
| -80% | -$24.3K | ﹤0.01% | 687 |
|
|
2019
Q4 | $58K | Buy |
1,777
+1,425
| +405% | +$46.5K | 0.01% | 407 |
|
|
2019
Q3 | $11K | Sell |
352
-1,603
| -82% | -$50.1K | ﹤0.01% | 700 |
|
|
2019
Q2 | $61K | Sell |
1,955
-13,391
| -87% | -$418K | 0.01% | 416 |
|
|
2019
Q1 | $498K | Buy |
15,346
+803
| +6% | +$26.1K | 0.08% | 159 |
|
|
2018
Q4 | $407K | Hold |
14,543
| – | – | 0.08% | 165 |
|
|
2018
Q3 | $563K | Hold |
14,543
| – | – | 0.09% | 155 |
|
|
2018
Q2 | $592K | Hold |
14,543
| – | – | 0.11% | 142 |
|
|
2018
Q1 | $502K | Buy |
14,543
+7,737
| +114% | +$267K | 0.1% | 147 |
|
|
2017
Q4 | $250K | Hold |
6,806
| – | – | 0.04% | 267 |
|
|
2017
Q3 | $238K | Hold |
6,806
| – | – | 0.04% | 271 |
|
|
2017
Q2 | $199K | Buy |
6,806
+93
| +1% | +$2.72K | 0.04% | 287 |
|
|
2017
Q1 | $206K | Buy |
6,713
+3,327
| +98% | +$102K | 0.04% | 272 |
|
|
2016
Q4 | $111K | Hold |
3,386
| – | – | 0.03% | 373 |
|
|
2016
Q3 | $94K | Sell |
3,386
-42
| -1% | -$1.17K | 0.03% | 409 |
|
|
2016
Q2 | $95K | Hold |
3,428
| – | – | 0.03% | 385 |
|
|
2016
Q1 | $95K | Buy |
+3,428
| New | +$95K | 0.03% | 286 |
|
|
2015
Q3 | – | Sell |
-855
| Closed | -$24K | – | 803 |
|
|
2015
Q2 | $24K | Hold |
855
| – | – | 0.01% | 589 |
|
|
2015
Q1 | $25K | Sell |
855
-207
| -19% | -$6.05K | 0.01% | 532 |
|
|
2014
Q4 | $34K | Buy |
1,062
+207
| +24% | +$6.63K | 0.01% | 414 |
|
|
2014
Q3 | $31K | Hold |
855
| – | – | 0.02% | 383 |
|
|
2014
Q2 | $36K | Buy |
+855
| New | +$36K | 0.02% | 375 |
|
|
2013
Q4 | – | Sell |
-275
| Closed | -$10K | – | 513 |
|
|
2013
Q3 | $10K | Hold |
275
| – | – | 0.01% | 484 |
|
|
2013
Q2 | $8K | Buy |
+275
| New | +$8K | 0.01% | 501 |
|