Homrich & Berg’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8,166
| Closed | -$286K | – | 360 |
|
|
2017
Q3 | $286K | Buy |
+8,166
| New | +$286K | 0.02% | 257 |
|
|
2016
Q2 | – | Sell |
-8,111
| Closed | -$226K | – | 278 |
|
|
2016
Q1 | $226K | Buy |
+8,111
| New | +$226K | 0.02% | 236 |
|
|
2015
Q4 | – | Sell |
-7,546
| Closed | -$202K | – | 271 |
|
|
2015
Q3 | $202K | Buy |
+7,546
| New | +$202K | 0.02% | 250 |
|