Heritage Wealth Management (Arizona)’s Suncor Energy SU Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$711K	Sell
2024 Q1	$848K	Sell
2023 Q4	$756K	Buy
2022 Q4	$750K	Buy
2022 Q3	$282K	Buy
2022 Q2	$4.8K	Buy