Portland Investment Counsel’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,600
| Closed | -$207K | – | 58 |
|
2024
Q3 | $207K | Hold |
5,600
| – | – | 0.07% | 47 |
|
2024
Q2 | $213K | Hold |
5,600
| – | – | 0.08% | 49 |
|
2024
Q1 | $207 | Buy |
+5,600
| New | +$207 | 0.06% | 48 |
|
2015
Q3 | – | Sell |
-7,689
| Closed | -$212K | – | 41 |
|
2015
Q2 | $212K | Hold |
7,689
| – | – | 0.17% | 38 |
|
2015
Q1 | $224K | Buy |
7,689
+730
| +10% | +$21.3K | 0.33% | 38 |
|
2014
Q4 | $221K | Buy |
+6,959
| New | +$221K | 0.31% | 37 |
|