Investors Capital Advisory Services’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $409K | Buy |
14,817
+2,150
| +17% | +$59.3K | 0.08% | 330 |
|
2016
Q1 | $351K | Buy |
12,667
+3,980
| +46% | +$110K | 0.07% | 369 |
|
2015
Q4 | $223K | Buy |
+8,687
| New | +$223K | 0.04% | 544 |
|
2015
Q3 | – | Sell |
-15,897
| Closed | -$437K | – | 756 |
|
2015
Q2 | $437K | Buy |
15,897
+1,630
| +11% | +$44.8K | 0.08% | 354 |
|
2015
Q1 | $417K | Sell |
14,267
-10
| -0.1% | -$292 | 0.08% | 353 |
|
2014
Q4 | $453K | Buy |
14,277
+6,210
| +77% | +$197K | 0.09% | 323 |
|
2014
Q3 | $291K | Buy |
+8,067
| New | +$291K | 0.06% | 440 |
|