Great Valley Advisor Group’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,823
| Closed | -$326K | – | 809 |
|
|
2024
Q1 | $326K | Buy |
8,823
+43
| +0.5% | +$1.59K | 0.01% | 588 |
|
|
2023
Q4 | $281K | Buy |
8,780
+454
| +5% | +$14.6K | 0.01% | 595 |
|
|
2023
Q3 | $286K | Buy |
8,326
+201
| +2% | +$6.91K | 0.01% | 555 |
|
|
2023
Q2 | $238K | Hold |
8,125
| – | – | 0.01% | 619 |
|
|
2023
Q1 | $252K | Buy |
8,125
+201
| +3% | +$6.24K | 0.01% | 594 |
|
|
2022
Q4 | $251K | Buy |
7,924
+222
| +3% | +$7.04K | 0.01% | 600 |
|
|
2022
Q3 | $217K | Buy |
+7,702
| New | +$217K | 0.01% | 614 |
|