Howard Financial Services’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,000
| Closed | -$217K | – | 150 |
|
|
2023
Q1 | $217K | Hold |
7,000
| – | – | 0.05% | 124 |
|
|
2022
Q4 | $222K | Buy |
+7,000
| New | +$222K | 0.06% | 122 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 133 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 142 |
|
|
2022
Q1 | – | Sell |
-3,700
| Closed | -$93K | – | 145 |
|
|
2021
Q4 | $93K | Sell |
3,700
-4,500
| -55% | -$113K | 0.03% | 126 |
|
|
2021
Q3 | $170K | Buy |
8,200
+3,500
| +74% | +$72.6K | 0.06% | 121 |
|
|
2021
Q2 | $113K | Buy |
+4,700
| New | +$113K | 0.04% | 122 |
|