Perpetual Ltd’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-553,786
| Closed | -$16.2M | – | 497 |
|
2023
Q2 | $16.2M | Buy |
553,786
+72,631
| +15% | +$2.13M | 0.14% | 104 |
|
2023
Q1 | $14.9M | Buy |
+481,155
| New | +$14.9M | 0.13% | 112 |
|
2014
Q3 | – | Sell |
-15,883
| Closed | -$723K | – | 220 |
|
2014
Q2 | $723K | Buy |
+15,883
| New | +$723K | 0.06% | 150 |
|