Fortis Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$31.1K | – | 234 |
|
|
2023
Q1 | $31.1K | Hold |
1,000
| – | – | 0.02% | 172 |
|
|
2022
Q4 | $31.7K | Hold |
1,000
| – | – | 0.02% | 167 |
|
|
2022
Q3 | $28K | Hold |
1,000
| – | – | 0.02% | 167 |
|
|
2022
Q2 | $35K | Hold |
1,000
| – | – | 0.02% | 177 |
|
|
2022
Q1 | $33K | Buy |
+1,000
| New | +$33K | 0.02% | 194 |
|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$148K | – | 381 |
|
|
2019
Q4 | $148K | Hold |
4,500
| – | – | 0.09% | 152 |
|
|
2019
Q3 | $142K | Hold |
4,500
| – | – | 0.07% | 158 |
|
|
2019
Q2 | $140K | Hold |
4,500
| – | – | 0.07% | 155 |
|
|
2019
Q1 | $146K | Hold |
4,500
| – | – | 0.08% | 144 |
|
|
2018
Q4 | $126K | Hold |
4,500
| – | – | 0.08% | 148 |
|
|
2018
Q3 | $174K | Hold |
4,500
| – | – | 0.1% | 88 |
|
|
2018
Q2 | $183K | Hold |
4,500
| – | – | 0.11% | 78 |
|
|
2018
Q1 | $155K | Buy |
4,500
+2,800
| +165% | +$96.4K | 0.09% | 83 |
|
|
2017
Q4 | $62K | Buy |
+1,700
| New | +$62K | 0.04% | 169 |
|