Patriot Financial Group Insurance Agency’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-168
| Closed | -$3K | – | 1840 |
|
|
2020
Q2 | $3K | Sell |
168
-45
| -21% | -$804 | ﹤0.01% | 1332 |
|
|
2020
Q1 | $3K | Sell |
213
-198
| -48% | -$2.79K | ﹤0.01% | 1247 |
|
|
2019
Q4 | $13K | Buy |
411
+4
| +1% | +$127 | ﹤0.01% | 785 |
|
|
2019
Q3 | $13K | Buy |
407
+70
| +21% | +$2.24K | 0.01% | 755 |
|
|
2019
Q2 | $11K | Sell |
337
-34
| -9% | -$1.11K | ﹤0.01% | 784 |
|
|
2019
Q1 | $12K | Buy |
371
+153
| +70% | +$4.95K | 0.01% | 676 |
|
|
2018
Q4 | $6K | Buy |
218
+211
| +3,014% | +$5.81K | ﹤0.01% | 713 |
|
|
2018
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 945 |
|