Kavar Capital Partners Group’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-55
| Closed | -$2K | – | 409 |
|
|
2019
Q2 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 475 |
|
|
2018
Q3 | – | Sell |
-55
| Closed | -$2K | – | 343 |
|
|
2018
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 418 |
|
|
2018
Q1 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 412 |
|
|
2014
Q4 | – | Sell |
-18,050
| Closed | -$653K | – | 129 |
|
|
2014
Q3 | $653K | Sell |
18,050
-300
| -2% | -$10.9K | 0.56% | 75 |
|
|
2014
Q2 | $782K | Hold |
18,350
| – | – | 0.66% | 69 |
|
|
2014
Q1 | $641K | Buy |
18,350
+250
| +1% | +$8.73K | 0.53% | 79 |
|
|
2013
Q4 | $634K | Buy |
+18,100
| New | +$634K | 0.57% | 72 |
|