Intellectus Partners’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,400
| Closed | -$480K | – | 478 |
|
|
2018
Q3 | $480K | Hold |
12,400
| – | – | 0.17% | 145 |
|
|
2018
Q2 | $504K | Hold |
12,400
| – | – | 0.18% | 135 |
|
|
2018
Q1 | $428K | Hold |
12,400
| – | – | 0.15% | 156 |
|
|
2017
Q4 | $455K | Hold |
12,400
| – | – | 0.17% | 137 |
|
|
2017
Q3 | $434K | Hold |
12,400
| – | – | 0.18% | 137 |
|
|
2017
Q2 | $362K | Hold |
12,400
| – | – | 0.16% | 146 |
|
|
2017
Q1 | $381K | Hold |
12,400
| – | – | 0.19% | 127 |
|
|
2016
Q4 | $405K | Buy |
+12,400
| New | +$405K | 0.21% | 124 |
|