Gratus Capital’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,900
| Closed | -$217K | – | 187 |
|
|
2017
Q4 | $217K | Sell |
5,900
-1,050
| -15% | -$38.6K | 0.03% | 166 |
|
|
2017
Q3 | $243K | Hold |
6,950
| – | – | 0.03% | 161 |
|
|
2017
Q2 | $203K | Hold |
6,950
| – | – | 0.03% | 173 |
|
|
2017
Q1 | $214K | Sell |
6,950
-800
| -10% | -$24.6K | 0.03% | 163 |
|
|
2016
Q4 | $253K | Hold |
7,750
| – | – | 0.04% | 159 |
|
|
2016
Q3 | $215K | Sell |
7,750
-800
| -9% | -$22.2K | 0.03% | 166 |
|
|
2016
Q2 | $237K | Buy |
+8,550
| New | +$237K | 0.03% | 164 |
|