Horan Securities’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24
| Closed | -$762 | – | 822 |
|
|
2022
Q4 | $762 | Buy |
+24
| New | +$762 | ﹤0.01% | 660 |
|
|
2022
Q3 | – | Sell |
-328
| Closed | -$10K | – | 778 |
|
|
2022
Q2 | $10K | Buy |
+328
| New | +$10K | 0.01% | 328 |
|
|
2022
Q1 | – | Sell |
-70
| Closed | -$2K | – | 553 |
|
|
2021
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 460 |
|
|
2020
Q2 | – | Sell |
-21
| Closed | – | – | 387 |
|
|
2020
Q1 | $0 | Buy |
+21
| New | – | ﹤0.01% | 297 |
|