Klingman & Associates’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$28K | – | 288 |
|
|
2016
Q3 | $28K | Hold |
1,000
| – | – | 0.01% | 235 |
|
|
2016
Q2 | $28K | Hold |
1,000
| – | – | 0.01% | 237 |
|
|
2016
Q1 | $28K | Hold |
1,000
| – | – | 0.01% | 231 |
|
|
2015
Q4 | $26K | Hold |
1,000
| – | – | 0.01% | 251 |
|
|
2015
Q3 | $26K | Hold |
1,000
| – | – | 0.01% | 241 |
|
|
2015
Q2 | $28K | Hold |
1,000
| – | – | 0.01% | 221 |
|
|
2015
Q1 | $39K | Hold |
1,000
| – | – | 0.02% | 189 |
|
|
2014
Q4 | $38K | Buy |
+1,000
| New | +$38K | 0.02% | 193 |
|