Independent Advisor Alliance’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 |
-53,192
| Closed | -$1.7M | – | 735 |
|
|
2023
Q4 | $1.7M | Buy |
+53,192
| New | +$1.7M | 0.06% | 232 |
|
|
2023
Q1 | – | Sell |
-71,698
| Closed | -$2.2M | – | 700 |
|
|
2022
Q4 | $2.2M | Buy |
71,698
+48,716
| +212% | +$1.49M | 0.76% | 22 |
|
|
2022
Q3 | $647K | Buy |
22,982
+15,984
| +228% | +$450K | 0.04% | 318 |
|
|
2022
Q2 | $245K | Buy |
+6,998
| New | +$245K | 0.01% | 530 |
|