Hirtle Callaghan & Co’s Suncor Energy SU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,000
| Closed | -$112K | – | 127 |
|
|
2018
Q4 | $112K | Hold |
4,000
| – | – | 0.01% | 93 |
|
|
2018
Q3 | $155K | Hold |
4,000
| – | – | 0.01% | 91 |
|
|
2018
Q2 | $163K | Buy |
+4,000
| New | +$163K | 0.02% | 89 |
|
|
2015
Q1 | – | Sell |
-80
| Closed | -$3K | – | 319 |
|
|
2014
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 488 |
|
|
2014
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 531 |
|
|
2014
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 560 |
|
|
2014
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 547 |
|
|
2013
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 525 |
|
|
2013
Q3 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 538 |
|