Gemmer Asset Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-167
| Closed | -$4K | – | 1432 |
|
|
2021
Q2 | $4K | Hold |
167
| – | – | ﹤0.01% | 1215 |
|
|
2021
Q1 | $3K | Sell |
167
-45
| -21% | -$808 | ﹤0.01% | 1301 |
|
|
2020
Q4 | $4K | Hold |
212
| – | – | ﹤0.01% | 1118 |
|
|
2020
Q3 | $3K | Hold |
212
| – | – | ﹤0.01% | 1104 |
|
|
2020
Q2 | $4K | Buy |
212
+7
| +3% | +$132 | ﹤0.01% | 971 |
|
|
2020
Q1 | $3K | Buy |
+205
| New | +$3K | ﹤0.01% | 977 |
|
|
2019
Q3 | – | Sell |
-109
| Closed | -$3K | – | 1465 |
|
|
2019
Q2 | $3K | Buy |
109
+43
| +65% | +$1.18K | ﹤0.01% | 1164 |
|
|
2019
Q1 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 1287 |
|
|
2018
Q4 | – | Sell |
-98
| Closed | -$4K | – | 1432 |
|
|
2018
Q3 | $4K | Hold |
98
| – | – | ﹤0.01% | 1103 |
|
|
2018
Q2 | $4K | Hold |
98
| – | – | ﹤0.01% | 1124 |
|
|
2018
Q1 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 1211 |
|