Mount Yale 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
2025 Q2	$11.2K	Buy	+300	New	+$11.2K	﹤0.01%	1120
2018 Q4	–	Sell	-3,022	Closed	-$106K	–	713
2018 Q3	$106K	Buy	3,022 +289	+11%	+$10.1K	0.02%	424
2018 Q2	$111K	Sell	2,733 -570	-17%	-$23.2K	0.02%	426
2018 Q1	$114K	Buy	+3,303	New	+$114K	0.02%	417