Prospera Financial Services’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 |
-455
| Closed | -$16K | – | 1500 |
|
|
2022
Q2 | $16K | Sell |
455
-1,776
| -80% | -$62.5K | ﹤0.01% | 1256 |
|
|
2022
Q1 | $73K | Buy |
+2,231
| New | +$73K | ﹤0.01% | 1213 |
|
|
2020
Q4 | – | Sell |
-11,059
| Closed | -$136K | – | 1464 |
|
|
2020
Q3 | $136K | Sell |
11,059
-313
| -3% | -$3.85K | 0.05% | 329 |
|
|
2020
Q2 | $165K | Buy |
+11,372
| New | +$165K | 0.01% | 550 |
|
|
2020
Q1 | – | Sell |
-13,079
| Closed | -$429K | – | 616 |
|
|
2019
Q4 | $429K | Buy |
13,079
+356
| +3% | +$11.7K | 0.03% | 409 |
|
|
2019
Q3 | $402K | Sell |
12,723
-128
| -1% | -$4.04K | 0.04% | 369 |
|
|
2019
Q2 | $403K | Buy |
12,851
+251
| +2% | +$7.87K | 0.05% | 330 |
|
|
2019
Q1 | $420K | Buy |
+12,600
| New | +$420K | 0.14% | 196 |
|
|
2018
Q4 | – | Sell |
-6,349
| Closed | -$254K | – | 437 |
|
|
2018
Q3 | $254K | Sell |
6,349
-2,619
| -29% | -$105K | 0.05% | 349 |
|
|
2018
Q2 | $367K | Sell |
8,968
-896
| -9% | -$36.7K | 0.05% | 299 |
|
|
2018
Q1 | $340K | Sell |
9,864
-39
| -0.4% | -$1.34K | 0.05% | 307 |
|
|
2017
Q4 | $378K | Sell |
9,903
-155
| -2% | -$5.92K | 0.06% | 269 |
|
|
2017
Q3 | $353K | Buy |
10,058
+534
| +6% | +$18.7K | 0.05% | 292 |
|
|
2017
Q2 | $271K | Buy |
+9,524
| New | +$271K | 0.04% | 331 |
|