Prestige Wealth Management Group’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$7K | – | 1060 |
|
|
2022
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 507 |
|
|
2020
Q2 | – | Sell |
-44
| Closed | -$1K | – | 953 |
|
|
2020
Q1 | $1K | Buy |
44
+35
| +389% | +$795 | ﹤0.01% | 842 |
|
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 663 |
|
|
2019
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 639 |
|
|
2019
Q1 | – | Sell |
-442
| Closed | -$12K | – | 1051 |
|
|
2018
Q4 | $12K | Buy |
+442
| New | +$12K | 0.01% | 406 |
|