Heritage Wealth Management (Arizona)’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 | $711K | Sell |
18,656
-4,331
| -19% | -$165K | 0.39% | 58 |
|
|
2024
Q1 | $848K | Sell |
22,987
-623
| -3% | -$23K | 0.43% | 51 |
|
|
2023
Q4 | $756K | Buy |
+23,610
| New | +$756K | 0.41% | 56 |
|
|
2022
Q4 | $750K | Buy |
23,643
+13,628
| +136% | +$432K | 0.11% | 139 |
|
|
2022
Q3 | $282K | Buy |
10,015
+9,878
| +7,210% | +$278K | 0.09% | 166 |
|
|
2022
Q2 | $4.81K | Buy |
+137
| New | +$4.81K | ﹤0.01% | 770 |
|