Legacy Financial Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,943
| Closed | -$95K | – | 794 |
|
|
2019
Q1 | $95K | Buy |
2,943
+88
| +3% | +$2.84K | 0.03% | 173 |
|
|
2018
Q4 | $80K | Buy |
2,855
+2,216
| +347% | +$62.1K | 0.03% | 168 |
|
|
2018
Q3 | $24K | Buy |
639
+135
| +27% | +$5.07K | 0.01% | 349 |
|
|
2018
Q2 | $21K | Sell |
504
-26
| -5% | -$1.08K | 0.01% | 371 |
|
|
2018
Q1 | $19K | Sell |
530
-43
| -8% | -$1.54K | 0.01% | 375 |
|
|
2017
Q4 | $21K | Buy |
+573
| New | +$21K | 0.01% | 359 |
|