Petrus Trust Company’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,078
| Closed | -$437K | – | 734 |
|
|
2023
Q1 | $437K | Buy |
14,078
+5,384
| +62% | +$167K | 0.05% | 137 |
|
|
2022
Q4 | $276K | Buy |
+8,694
| New | +$276K | 0.04% | 302 |
|
|
2020
Q4 | – | Sell |
-11,387
| Closed | -$139K | – | 220 |
|
|
2020
Q3 | $139K | Buy |
+11,387
| New | +$139K | 0.01% | 234 |
|