GoalVest Advisory’s Suncor Energy SU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-599	Closed	-$20.6K	–	482
2023 Q3	$20.6K	Buy	599 +22	+4%	+$756	0.01%	216
2023 Q2	$16.9K	Buy	+577	New	+$16.9K	0.01%	215