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McCarter Private Wealth Services’s Suncor Energy SU Stock Holding History

McCarter Private Wealth Services’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$468K Hold
12,500
– – 0.27% 70
2025
Q1 		$484K Hold
12,500
– – 0.32% 60
2024
Q4 		$446K Hold
12,500
– – 0.28% 63
2024
Q3 		$462K Buy
+12,500
New +$462K 0.29% 61