Moneta Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-750
| Closed | -$20K | – | 377 |
|
|
2015
Q3 | $20K | Buy |
+750
| New | +$20K | 0.01% | 328 |
|
|
2014
Q4 | – | Sell |
-6,000
| Closed | -$217K | – | 145 |
|
|
2014
Q3 | $217K | Hold |
6,000
| – | – | 0.11% | 129 |
|
|
2014
Q2 | $256K | Hold |
6,000
| – | – | 0.14% | 115 |
|
|
2014
Q1 | $210K | Hold |
6,000
| – | – | 0.12% | 119 |
|
|
2013
Q4 | $210K | Hold |
6,000
| – | – | 0.13% | 122 |
|
|
2013
Q3 | $215K | Buy |
+6,000
| New | +$215K | 0.14% | 109 |
|