Personal Wealth Partners’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-25
| Closed | -$1K | – | 352 |
|
|
2021
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 417 |
|
|
2020
Q1 | – | Sell |
-312
| Closed | -$10K | – | 534 |
|
|
2019
Q4 | $10K | Hold |
312
| – | – | ﹤0.01% | 234 |
|
|
2019
Q3 | $10K | Hold |
312
| – | – | ﹤0.01% | 238 |
|
|
2019
Q2 | $10K | Buy |
+312
| New | +$10K | ﹤0.01% | 216 |
|