First Personal Financial Services’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-28
| Closed | -$1K | – | 700 |
|
|
2018
Q4 | $1K | Sell |
28
-122
| -81% | -$4.36K | ﹤0.01% | 645 |
|
|
2018
Q3 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 577 |
|
|
2018
Q2 | – | Sell |
-2,723
| Closed | -$94K | – | 903 |
|
|
2018
Q1 | $94K | Sell |
2,723
-830
| -23% | -$28.7K | 0.02% | 323 |
|
|
2017
Q4 | $130K | Hold |
3,553
| – | – | 0.03% | 301 |
|
|
2017
Q3 | $124K | Sell |
3,553
-292
| -8% | -$10.2K | 0.03% | 280 |
|
|
2017
Q2 | $112K | Buy |
3,845
+2,270
| +144% | +$66.1K | 0.02% | 296 |
|
|
2017
Q1 | $48K | Buy |
1,575
+369
| +31% | +$11.2K | 0.01% | 402 |
|
|
2016
Q4 | $39K | Hold |
1,206
| – | – | 0.01% | 422 |
|
|
2016
Q3 | $34K | Hold |
1,206
| – | – | 0.01% | 346 |
|
|
2016
Q2 | $33K | Buy |
+1,206
| New | +$33K | 0.01% | 342 |
|
|
2015
Q4 | – | Sell |
-31
| Closed | -$1K | – | 487 |
|
|
2015
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 448 |
|
|
2015
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 446 |
|
|
2015
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 535 |
|
|
2014
Q4 | $0 | Buy |
+31
| New | – | ﹤0.01% | 513 |
|