Icon Wealth Partners’s Suncor Energy SU Stock Holding History

Icon Wealth Partners’s Portfolio SU Stock Details SU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$202K	Buy
2023 Q2	$169K	Sell
2023 Q1	$203K	Buy
2022 Q2	$275K	Sell
2022 Q1	$270K	Buy
2019 Q2	–	Sell
2019 Q1	$58K	Buy
2018 Q3	–	Sell
2018 Q2	$91K	Sell
2018 Q1	$117K	Sell
2017 Q4	$181K	Buy