Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,319
| Closed | -$37K | – | 904 |
|
|
2016
Q3 | $37K | Hold |
1,319
| – | – | 0.01% | 471 |
|
|
2016
Q2 | $37K | Buy |
1,319
+1,200
| +1,008% | +$33.7K | 0.01% | 462 |
|
|
2016
Q1 | $3K | Sell |
119
-186
| -61% | -$4.69K | ﹤0.01% | 945 |
|
|
2015
Q4 | $8K | Sell |
305
-1,007
| -77% | -$26.4K | ﹤0.01% | 836 |
|
|
2015
Q3 | $35K | Hold |
1,312
| – | – | 0.02% | 451 |
|
|
2015
Q2 | $36K | Sell |
1,312
-41
| -3% | -$1.13K | 0.01% | 456 |
|
|
2015
Q1 | $39K | Buy |
+1,353
| New | +$39K | 0.02% | 433 |
|