Marks Group Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,946
| Closed | -$735K | – | 306 |
|
|
2023
Q4 | $735K | Sell |
22,946
-1,034
| -4% | -$33.1K | 0.08% | 186 |
|
|
2023
Q3 | $824K | Buy |
23,980
+2,571
| +12% | +$88.4K | 0.1% | 176 |
|
|
2023
Q2 | $628K | Sell |
21,409
-206
| -1% | -$6.04K | 0.07% | 192 |
|
|
2023
Q1 | $671K | Buy |
21,615
+2,988
| +16% | +$92.8K | 0.09% | 187 |
|
|
2022
Q4 | $591K | Buy |
18,627
+665
| +4% | +$21.1K | 0.08% | 195 |
|
|
2022
Q3 | $506K | Sell |
17,962
-1,204
| -6% | -$33.9K | 0.08% | 199 |
|
|
2022
Q2 | $672K | Sell |
19,166
-314
| -2% | -$11K | 0.1% | 191 |
|
|
2022
Q1 | $635K | Buy |
+19,480
| New | +$635K | 0.08% | 208 |
|