Independent Solutions Wealth Management’s Suncor Energy SU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-9,390
Closed -$264K 225
2022
Q3
$264K Buy
9,390
+296
+3% +$8.33K 0.09% 177
2022
Q2
$319K Buy
+9,094
New +$319K 0.1% 154