Lenox Wealth 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 |
-68
| Closed | -$2K | – | 567 |
|
|
2019
Q1 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 545 |
|
|
2018
Q3 | – | Sell |
-240
| Closed | -$10K | – | 511 |
|
|
2018
Q2 | $10K | Sell |
240
-186
| -44% | -$7.75K | ﹤0.01% | 362 |
|
|
2018
Q1 | $15K | Buy |
426
+20
| +5% | +$704 | ﹤0.01% | 308 |
|
|
2017
Q4 | $15K | Buy |
+406
| New | +$15K | ﹤0.01% | 151 |
|
|
2016
Q1 | – | Sell |
-115
| Closed | -$3K | – | 399 |
|
|
2015
Q4 | $3K | Buy |
+115
| New | +$3K | ﹤0.01% | 291 |
|
|
2013
Q4 | – | Sell |
-180
| Closed | -$6K | – | 405 |
|
|
2013
Q3 | $6K | Sell |
180
-200
| -53% | -$6.67K | 0.01% | 151 |
|
|
2013
Q2 | $11K | Buy |
+380
| New | +$11K | 0.01% | 110 |
|