Northwest Wealth Management’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 |
-779
| Closed | -$25K | – | 422 |
|
|
2019
Q1 | $25K | Hold |
779
| – | – | 0.02% | 281 |
|
|
2018
Q4 | $22K | Hold |
779
| – | – | 0.02% | 274 |
|
|
2018
Q3 | $30K | Hold |
779
| – | – | 0.02% | 260 |
|
|
2018
Q2 | $32K | Hold |
779
| – | – | 0.02% | 259 |
|
|
2018
Q1 | $27K | Buy |
+779
| New | +$27K | 0.02% | 283 |
|