Obermeyer Wealth Partners’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,425
| Closed | -$521K | – | 235 |
|
|
2022
Q4 | $521K | Buy |
16,425
+7,525
| +85% | +$239K | 0.04% | 110 |
|
|
2022
Q3 | $251K | Sell |
8,900
-81
| -0.9% | -$2.28K | 0.02% | 172 |
|
|
2022
Q2 | $315K | Buy |
8,981
+2,700
| +43% | +$94.7K | 0.02% | 142 |
|
|
2022
Q1 | $205K | Buy |
+6,281
| New | +$205K | 0.01% | 225 |
|
|
2013
Q3 | – | Sell |
-2,625
| Closed | -$77K | – | 253 |
|
|
2013
Q2 | $77K | Buy |
+2,625
| New | +$77K | 0.02% | 96 |
|