GW Henssler & Associates’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-133,222
| Closed | -$3.9M | – | 185 |
|
|
2015
Q1 | $3.9M | Sell |
133,222
-72,185
| -35% | -$2.11M | 0.45% | 60 |
|
|
2014
Q4 | $6.53M | Sell |
205,407
-33,478
| -14% | -$1.06M | 0.73% | 45 |
|
|
2014
Q3 | $8.64M | Buy |
238,885
+5,372
| +2% | +$194K | 1.05% | 39 |
|
|
2014
Q2 | $9.96M | Buy |
233,513
+2,340
| +1% | +$99.8K | 1.21% | 37 |
|
|
2014
Q1 | $8.08M | Buy |
+231,173
| New | +$8.08M | 0.95% | 42 |
|