Peak Financial Advisors’s Suncor Energy SU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,896	Closed	-$347K	–	73
2022 Q2	$347K	Sell	9,896 -7,348	-43%	-$258K	0.34%	52
2022 Q1	$562K	Sell	17,244 -222	-1%	-$7.24K	0.48%	47
2021 Q4	$437K	Buy	+17,466	New	+$437K	0.34%	54