L.J. Altfest & Co’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-36,497
| Closed | -$875K | – | 277 |
|
|
2021
Q2 | $875K | Buy |
36,497
+12,562
| +52% | +$301K | 0.19% | 97 |
|
|
2021
Q1 | $500K | Sell |
23,935
-17,781
| -43% | -$371K | 0.12% | 136 |
|
|
2020
Q4 | $700K | Buy |
41,716
+6,976
| +20% | +$117K | 0.17% | 104 |
|
|
2020
Q3 | $425K | Buy |
+34,740
| New | +$425K | 0.11% | 134 |
|