Lourd Capital’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,283
| Closed | -$232K | – | 272 |
|
|
2018
Q4 | $232K | Buy |
8,283
+77
| +0.9% | +$2.16K | 0.02% | 246 |
|
|
2018
Q3 | $317K | Buy |
+8,206
| New | +$317K | 0.02% | 201 |
|
|
2018
Q2 | – | Sell |
-11,624
| Closed | -$401K | – | 120 |
|
|
2018
Q1 | $401K | Sell |
11,624
-121
| -1% | -$4.17K | 0.05% | 98 |
|
|
2017
Q4 | $431K | Buy |
+11,745
| New | +$431K | 0.03% | 179 |
|