Milestone Investment Advisors’s Suncor Energy SU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-621
Closed -$21.4K 400
2023
Q3
$21.4K Buy
+621
New +$21.4K 0.01% 251
2023
Q2
Sell
-641
Closed -$19.9K 396
2023
Q1
$19.9K Buy
+641
New +$19.9K 0.01% 265