Icon Wealth Advisors’s Suncor Energy SU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,104	Closed	-$196K	–	476
2023 Q4	$196K	Buy	+6,104	New	+$196K	0.02%	324
2022 Q4	$204K	Buy	6,415 +885	+16%	+$28.1K	0.02%	310
2022 Q3	$156K	Buy	+5,530	New	+$156K	0.02%	327