Nelson Capital Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-800
| Closed | -$31K | – | 317 |
|
2018
Q3 | $31K | Hold |
800
| – | – | 0.01% | 157 |
|
2018
Q2 | $33K | Hold |
800
| – | – | 0.01% | 145 |
|
2018
Q1 | $28K | Hold |
800
| – | – | 0.01% | 168 |
|
2017
Q4 | $29K | Hold |
800
| – | – | 0.01% | 176 |
|
2017
Q3 | $28K | Hold |
800
| – | – | 0.01% | 163 |
|
2017
Q2 | $23K | Hold |
800
| – | – | 0.01% | 180 |
|
2017
Q1 | $25K | Hold |
800
| – | – | 0.01% | 178 |
|
2016
Q4 | $26K | Hold |
800
| – | – | 0.01% | 162 |
|
2016
Q3 | $22K | Hold |
800
| – | – | 0.01% | 174 |
|
2016
Q2 | $22K | Hold |
800
| – | – | 0.01% | 169 |
|
2016
Q1 | $22K | Hold |
800
| – | – | 0.01% | 161 |
|
2015
Q4 | $21K | Hold |
800
| – | – | 0.01% | 164 |
|
2015
Q3 | $21K | Hold |
800
| – | – | 0.01% | 167 |
|
2015
Q2 | $22K | Hold |
800
| – | – | 0.01% | 176 |
|
2015
Q1 | $23K | Hold |
800
| – | – | 0.01% | 172 |
|
2014
Q4 | $25K | Hold |
800
| – | – | 0.01% | 169 |
|
2014
Q3 | $29K | Hold |
800
| – | – | 0.01% | 152 |
|
2014
Q2 | $34K | Hold |
800
| – | – | 0.01% | 139 |
|
2014
Q1 | $28K | Hold |
800
| – | – | 0.01% | 138 |
|
2013
Q4 | $28K | Hold |
800
| – | – | 0.01% | 130 |
|
2013
Q3 | $29K | Hold |
800
| – | – | 0.01% | 128 |
|
2013
Q2 | $24K | Buy |
+800
| New | +$24K | 0.01% | 134 |
|