Icon Wealth Partners’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $202K | Buy |
5,875
+121
| +2% | +$4.16K | 0.02% | 287 |
|
|
2023
Q2 | $169K | Sell |
5,754
-785
| -12% | -$23K | 0.02% | 334 |
|
|
2023
Q1 | $203K | Buy |
+6,539
| New | +$203K | 0.02% | 312 |
|
|
2022
Q2 | $275K | Sell |
7,844
-443
| -5% | -$15.5K | 0.03% | 257 |
|
|
2022
Q1 | $270K | Buy |
+8,287
| New | +$270K | 0.03% | 283 |
|
|
2019
Q2 | – | Sell |
-1,782
| Closed | -$58K | – | 690 |
|
|
2019
Q1 | $58K | Buy |
+1,782
| New | +$58K | 0.02% | 325 |
|
|
2018
Q3 | – | Sell |
-2,226
| Closed | -$91K | – | 666 |
|
|
2018
Q2 | $91K | Sell |
2,226
-1,173
| -35% | -$48K | 0.04% | 259 |
|
|
2018
Q1 | $117K | Sell |
3,399
-1,535
| -31% | -$52.8K | 0.06% | 226 |
|
|
2017
Q4 | $181K | Buy |
+4,934
| New | +$181K | 0.09% | 186 |
|