Ironsides Asset Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-9,525
| Closed | -$262K | – | 163 |
|
|
2015
Q2 | $262K | Hold |
9,525
| – | – | 0.07% | 133 |
|
|
2015
Q1 | $279K | Sell |
9,525
-575
| -6% | -$16.8K | 0.08% | 133 |
|
|
2014
Q4 | $321K | Sell |
10,100
-17,575
| -64% | -$559K | 0.09% | 128 |
|
|
2014
Q3 | $1M | Buy |
27,675
+5,500
| +25% | +$199K | 0.29% | 74 |
|
|
2014
Q2 | $945K | Buy |
+22,175
| New | +$945K | 0.27% | 77 |
|