Laurel Wealth Advisors (California)’s Suncor Energy SU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$230K	Buy	+7,248	New	+$238K	0.02%	591
2022 Q3	–	Sell	-10,196	Closed	-$358K	–	673
2022 Q2	$358K	Sell	10,196 -671	-6%	-$24.4K	0.04%	445
2022 Q1	$354K	Buy	10,867 +101	+0.9%	+$3K	0.03%	531
2021 Q4	$270K	Buy	+10,766	New	+$262K	0.02%	653
2020 Q1	–	Sell	-6,614	Closed	-$217K	–	433
2019 Q4	$217K	Sell	6,614 -145	-2%	-$4.53K	0.04%	425
2019 Q3	$213K	Buy	6,759 +62	+0.9%	+$1.86K	0.04%	424
2019 Q2	$209K	Hold	6,697	–	–	0.05%	378
2019 Q1	$217K	Buy	+6,697	New	+$218K	0.05%	349
2018 Q4	–	Sell	-6,872	Closed	-$265K	–	427
2018 Q3	$265K	Sell	6,872 -75	-1%	-$3.04K	0.07%	309
2018 Q2	$282K	Sell	6,947 -39	-0.6%	-$1.52K	0.08%	274
2018 Q1	$241K	Buy	6,986 +7	+0.1%	+$244	0.07%	285
2017 Q4	$256K	Hold	6,979	–	–	0.07%	283
2017 Q3	$244K	Buy	6,979 +13	+0.2%	+$415	0.08%	256
2017 Q2	$203K	Sell	6,966 -16	-0.2%	-$492	0.07%	278
2017 Q1	$214K	Sell	6,982 -222	-3%	-$6.99K	0.08%	246
2016 Q4	$235K	Sell	7,204 -370	-5%	-$11.3K	0.11%	210
2016 Q3	$210K	Sell	7,574 -155	-2%	-$4.23K	0.1%	235
2016 Q2	$214K	Sell	7,729 -1,374	-15%	-$37.7K	0.1%	220
2016 Q1	$253K	Buy	+9,103	New	+$220K	0.13%	198