Gideon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-35,485
| Closed | -$1.11M | – | 396 |
|
|
2019
Q2 | $1.11M | Buy |
35,485
+22,532
| +174% | +$702K | 0.38% | 97 |
|
|
2019
Q1 | $420K | Buy |
+12,953
| New | +$420K | 0.15% | 205 |
|
|
2017
Q2 | – | Sell |
-10,863
| Closed | -$334K | – | 394 |
|
|
2017
Q1 | $334K | Buy |
+10,863
| New | +$334K | 0.2% | 211 |
|