Forester Capital Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $79K | Hold |
2,700
| – | – | 0.11% | 50 |
|
2017
Q1 | $83K | Hold |
2,700
| – | – | 0.1% | 52 |
|
2016
Q4 | $88K | Hold |
2,700
| – | – | 0.09% | 53 |
|
2016
Q3 | $75K | Hold |
2,700
| – | – | 0.07% | 58 |
|
2016
Q2 | $75K | Hold |
2,700
| – | – | 0.07% | 53 |
|
2016
Q1 | $79K | Buy |
2,700
+1,100
| +69% | +$32.2K | 0.07% | 57 |
|
2015
Q4 | $41K | Hold |
1,600
| – | – | 0.04% | 55 |
|
2015
Q3 | $43K | Hold |
1,600
| – | – | 0.04% | 56 |
|
2015
Q2 | $44K | Hold |
1,600
| – | – | 0.04% | 56 |
|
2015
Q1 | $47K | Hold |
1,600
| – | – | 0.04% | 58 |
|
2014
Q4 | $51K | Sell |
1,600
-800
| -33% | -$25.5K | 0.04% | 58 |
|
2014
Q3 | $87K | Buy |
+2,400
| New | +$87K | 0.07% | 52 |
|