Mid Atlantic Financial Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,538
| Closed | -$280K | – | 759 |
|
|
2019
Q4 | $280K | Sell |
8,538
-249
| -3% | -$8.17K | 0.03% | 546 |
|
|
2019
Q3 | $277K | Sell |
8,787
-637
| -7% | -$20.1K | 0.03% | 532 |
|
|
2019
Q2 | $294K | Sell |
9,424
-239
| -2% | -$7.46K | 0.03% | 527 |
|
|
2019
Q1 | $313K | Sell |
9,663
-1,920
| -17% | -$62.2K | 0.03% | 497 |
|
|
2018
Q4 | $324K | Buy |
+11,583
| New | +$324K | 0.04% | 453 |
|