Krilogy Financial’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,480
| Closed | -$95K | – | 613 |
|
|
2018
Q3 | $95K | Buy |
+2,480
| New | +$95K | 0.02% | 227 |
|
|
2018
Q2 | – | Sell |
-1,770
| Closed | -$61K | – | 588 |
|
|
2018
Q1 | $61K | Buy |
1,770
+285
| +19% | +$9.82K | 0.01% | 299 |
|
|
2017
Q4 | $55K | Hold |
1,485
| – | – | 0.01% | 307 |
|
|
2017
Q3 | $52K | Hold |
1,485
| – | – | 0.01% | 334 |
|
|
2017
Q2 | $43K | Buy |
1,485
+373
| +34% | +$10.8K | 0.01% | 325 |
|
|
2017
Q1 | $36K | Hold |
1,112
| – | – | 0.01% | 335 |
|
|
2016
Q4 | $36K | Hold |
1,112
| – | – | 0.01% | 335 |
|
|
2016
Q3 | $31K | Sell |
1,112
-350
| -24% | -$9.76K | 0.01% | 379 |
|
|
2016
Q2 | $41K | Hold |
1,462
| – | – | 0.01% | 334 |
|
|
2016
Q1 | $41K | Buy |
+1,462
| New | +$41K | 0.02% | 293 |
|
|
2015
Q4 | – | Sell |
-2,291
| Closed | -$61K | – | 588 |
|
|
2015
Q3 | $61K | Buy |
+2,291
| New | +$61K | 0.03% | 182 |
|