FinTrust Capital Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $11.9K | Hold |
323
| – | – | ﹤0.01% | 899 |
|
2024
Q2 | $12.3K | Buy |
+323
| New | +$12.3K | ﹤0.01% | 841 |
|
2020
Q2 | – | Sell |
-270
| Closed | -$4K | – | 1147 |
|
2020
Q1 | $4K | Buy |
+270
| New | +$4K | ﹤0.01% | 915 |
|
2019
Q4 | – | Sell |
-270
| Closed | -$9K | – | 1108 |
|
2019
Q3 | $9K | Hold |
270
| – | – | ﹤0.01% | 763 |
|
2019
Q2 | $8K | Sell |
270
-270
| -50% | -$8K | ﹤0.01% | 765 |
|
2019
Q1 | $18K | Sell |
540
-110
| -17% | -$3.67K | 0.01% | 632 |
|
2018
Q4 | $18K | Buy |
+650
| New | +$18K | 0.01% | 620 |
|