Gould 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,305
| Closed | -$232K | – | 114 |
|
|
2014
Q4 | $232K | Sell |
7,305
-215
| -3% | -$6.83K | 0.11% | 96 |
|
|
2014
Q3 | $272K | Sell |
7,520
-90
| -1% | -$3.26K | 0.13% | 79 |
|
|
2014
Q2 | $324K | Buy |
7,610
+230
| +3% | +$9.79K | 0.16% | 67 |
|
|
2014
Q1 | $258K | Buy |
7,380
+1,270
| +21% | +$44.4K | 0.14% | 80 |
|
|
2013
Q4 | $214K | Buy |
+6,110
| New | +$214K | 0.12% | 77 |
|