Lee Financial’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-200
| Closed | -$4K | – | 695 |
|
2021
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 440 |
|
2020
Q2 | – | Sell |
-77
| Closed | -$1K | – | 548 |
|
2020
Q1 | $1K | Hold |
77
| – | – | ﹤0.01% | 474 |
|
2019
Q4 | $3K | Hold |
77
| – | – | ﹤0.01% | 448 |
|
2019
Q3 | $2K | Sell |
77
-300
| -80% | -$7.79K | ﹤0.01% | 490 |
|
2019
Q2 | $12K | Hold |
377
| – | – | ﹤0.01% | 330 |
|
2019
Q1 | $12K | Buy |
377
+77
| +26% | +$2.45K | ﹤0.01% | 316 |
|
2018
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 323 |
|
2018
Q3 | $12K | Sell |
300
-113
| -27% | -$4.52K | ﹤0.01% | 301 |
|
2018
Q2 | $17K | Hold |
413
| – | – | ﹤0.01% | 381 |
|
2018
Q1 | $14K | Sell |
413
-135
| -25% | -$4.58K | ﹤0.01% | 415 |
|
2017
Q4 | $20K | Buy |
548
+117
| +27% | +$4.27K | 0.01% | 251 |
|
2017
Q3 | $15K | Hold |
431
| – | – | ﹤0.01% | 275 |
|
2017
Q2 | $13K | Buy |
431
+131
| +44% | +$3.95K | ﹤0.01% | 290 |
|
2017
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 296 |
|
2016
Q4 | $10K | Buy |
+300
| New | +$10K | 0.01% | 291 |
|