Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-236
| Closed | -$4K | – | 925 |
|
|
2020
Q1 | $4K | Hold |
236
| – | – | ﹤0.01% | 780 |
|
|
2019
Q4 | $8K | Hold |
236
| – | – | ﹤0.01% | 807 |
|
|
2019
Q3 | $7K | Hold |
236
| – | – | ﹤0.01% | 854 |
|
|
2019
Q2 | $7K | Sell |
236
-241
| -51% | -$7.15K | ﹤0.01% | 826 |
|
|
2019
Q1 | $15K | Hold |
477
| – | – | ﹤0.01% | 742 |
|
|
2018
Q4 | $13K | Hold |
477
| – | – | ﹤0.01% | 719 |
|
|
2018
Q3 | $18K | Hold |
477
| – | – | 0.01% | 752 |
|
|
2018
Q2 | $19K | Buy |
+477
| New | +$19K | 0.01% | 743 |
|
|
2013
Q4 | – | Sell |
-1,000
| Closed | -$36K | – | 766 |
|
|
2013
Q3 | $36K | Buy |
+1,000
| New | +$36K | 0.01% | 412 |
|