Mosaic Family Wealth’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-983
| Closed | -$32K | – | 549 |
|
|
2019
Q1 | $32K | Buy |
983
+37
| +4% | +$1.2K | 0.01% | 371 |
|
|
2018
Q4 | $26K | Hold |
946
| – | – | 0.01% | 392 |
|
|
2018
Q3 | $31K | Hold |
946
| – | – | 0.01% | 376 |
|
|
2018
Q2 | $38K | Sell |
946
-512
| -35% | -$20.6K | 0.01% | 349 |
|
|
2018
Q1 | $50K | Hold |
1,458
| – | – | 0.02% | 312 |
|
|
2017
Q4 | $54K | Buy |
+1,458
| New | +$54K | 0.02% | 311 |
|
|
2016
Q3 | – | Sell |
-238
| Closed | -$7K | – | 779 |
|
|
2016
Q2 | $7K | Hold |
238
| – | – | ﹤0.01% | 569 |
|
|
2016
Q1 | $6K | Hold |
238
| – | – | ﹤0.01% | 583 |
|
|
2015
Q4 | $6K | Buy |
+238
| New | +$6K | ﹤0.01% | 576 |
|