Placemark Investments’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.79M | Sell |
87,693
-10,485
| -11% | -$334K | 0.05% | 460 |
|
|
2014
Q3 | $3.55M | Buy |
98,178
+9,860
| +11% | +$357K | 0.07% | 350 |
|
|
2014
Q2 | $3.77M | Buy |
88,318
+19,884
| +29% | +$848K | 0.07% | 354 |
|
|
2014
Q1 | $2.39M | Buy |
68,434
+7,007
| +11% | +$245K | 0.05% | 465 |
|
|
2013
Q4 | $2.15M | Buy |
61,427
+1,964
| +3% | +$68.8K | 0.04% | 533 |
|
|
2013
Q3 | $2.13M | Sell |
59,463
-16,227
| -21% | -$580K | 0.04% | 512 |
|
|
2013
Q2 | $2.23M | Buy |
+75,690
| New | +$2.23M | 0.05% | 457 |
|