IFG Advisory’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,120
| Closed | -$151K | – | 446 |
|
|
2019
Q2 | $151K | Buy |
+10,120
| New | +$151K | 0.03% | 334 |
|
|
2019
Q1 | – | Sell |
-8,415
| Closed | -$235K | – | 346 |
|
|
2018
Q4 | $235K | Sell |
8,415
-1,717
| -17% | -$47.9K | 0.06% | 274 |
|
|
2018
Q3 | $392K | Sell |
10,132
-481
| -5% | -$18.6K | 0.07% | 250 |
|
|
2018
Q2 | $431K | Sell |
10,613
-133
| -1% | -$5.4K | 0.09% | 216 |
|
|
2018
Q1 | $371K | Buy |
10,746
+929
| +9% | +$32.1K | 0.08% | 229 |
|
|
2017
Q4 | $360K | Buy |
+9,817
| New | +$360K | 0.08% | 230 |
|