Omnia 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 |
-27
| Closed | -$1K | – | 465 |
|
|
2019
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 563 |
|
|
2018
Q2 | – | Sell |
-262
| Closed | -$9K | – | 612 |
|
|
2018
Q1 | $9K | Sell |
262
-626
| -70% | -$21.5K | ﹤0.01% | 274 |
|
|
2017
Q4 | $33K | Buy |
888
+626
| +239% | +$23.3K | 0.02% | 187 |
|
|
2017
Q3 | $9K | Hold |
262
| – | – | ﹤0.01% | 285 |
|
|
2017
Q2 | $8K | Buy |
+262
| New | +$8K | ﹤0.01% | 324 |
|