KCM Investment 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
Q2 | – | Sell |
-8,100
| Closed | -$237K | – | 552 |
|
|
2015
Q1 | $237K | Sell |
8,100
-200
| -2% | -$5.85K | 0.02% | 481 |
|
|
2014
Q4 | $264K | Sell |
8,300
-1,600
| -16% | -$50.9K | 0.02% | 443 |
|
|
2014
Q3 | $358K | Sell |
9,900
-500
| -5% | -$18.1K | 0.03% | 379 |
|
|
2014
Q2 | $443K | Sell |
10,400
-700
| -6% | -$29.8K | 0.04% | 342 |
|
|
2014
Q1 | $388K | Hold |
11,100
| – | – | 0.04% | 330 |
|
|
2013
Q4 | $389K | Sell |
11,100
-1,500
| -12% | -$52.6K | 0.04% | 325 |
|
|
2013
Q3 | $451K | Sell |
12,600
-1,005
| -7% | -$36K | 0.05% | 295 |
|
|
2013
Q2 | $401K | Buy |
+13,605
| New | +$401K | 0.05% | 318 |
|