JNBA Financial Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11
| Closed | -$353 | – | 728 |
|
|
2023
Q4 | $353 | Hold |
11
| – | – | ﹤0.01% | 688 |
|
|
2023
Q3 | $379 | Buy |
+11
| New | +$379 | ﹤0.01% | 712 |
|
|
2021
Q2 | – | Sell |
-851
| Closed | -$18K | – | 706 |
|
|
2021
Q1 | $18K | Hold |
851
| – | – | ﹤0.01% | 397 |
|
|
2020
Q4 | $14K | Hold |
851
| – | – | ﹤0.01% | 406 |
|
|
2020
Q3 | $10K | Hold |
851
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $14K | Buy |
+851
| New | +$14K | ﹤0.01% | 369 |
|
|
2016
Q4 | – | Sell |
-2,309
| Closed | -$64K | – | 1234 |
|
|
2016
Q3 | $64K | Buy |
+2,309
| New | +$64K | 0.01% | 476 |
|
|
2014
Q4 | – | Sell |
-88
| Closed | -$3K | – | 586 |
|
|
2014
Q3 | $3K | Buy |
+88
| New | +$3K | ﹤0.01% | 497 |
|