HBK Sorce Advisory’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-6,412
| Closed | -$242K | – | 207 |
|
|
2014
Q3 | $242K | Sell |
6,412
-310
| -5% | -$11.7K | 0.09% | 152 |
|
|
2014
Q2 | $287K | Sell |
6,722
-68
| -1% | -$2.9K | 0.1% | 139 |
|
|
2014
Q1 | $237K | Buy |
6,790
+566
| +9% | +$19.8K | 0.09% | 156 |
|
|
2013
Q4 | $218K | Buy |
6,224
+205
| +3% | +$7.18K | 0.08% | 167 |
|
|
2013
Q3 | $215K | Buy |
+6,019
| New | +$215K | 0.09% | 162 |
|