Level Four Advisory Services’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,992
| Closed | -$285K | – | 816 |
|
|
2022
Q4 | $285K | Buy |
8,992
+31
| +0.3% | +$984 | 0.02% | 528 |
|
|
2022
Q3 | $252K | Buy |
8,961
+103
| +1% | +$2.9K | 0.02% | 465 |
|
|
2022
Q2 | $311K | Buy |
8,858
+744
| +9% | +$26.1K | 0.03% | 445 |
|
|
2022
Q1 | $264K | Sell |
8,114
-1,745
| -18% | -$56.8K | 0.02% | 539 |
|
|
2021
Q4 | $247K | Buy |
+9,859
| New | +$247K | 0.02% | 552 |
|
|
2021
Q3 | – | Sell |
-17,840
| Closed | -$428K | – | 620 |
|
|
2021
Q2 | $428K | Buy |
17,840
+540
| +3% | +$13K | 0.03% | 438 |
|
|
2021
Q1 | $362K | Buy |
17,300
+6,739
| +64% | +$141K | 0.03% | 463 |
|
|
2020
Q4 | $177K | Buy |
+10,561
| New | +$177K | 0.01% | 575 |
|