Quilter Plc’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,320
| Closed | -$276K | – | 293 |
|
|
2021
Q3 | $276K | Buy |
13,320
+1,200
| +10% | +$24.9K | 0.01% | 241 |
|
|
2021
Q2 | $290K | Buy |
+12,120
| New | +$290K | 0.01% | 242 |
|
|
2021
Q1 | – | Sell |
-65,620
| Closed | -$1.1M | – | 374 |
|
|
2020
Q4 | $1.1M | Buy |
+65,620
| New | +$1.1M | 0.04% | 117 |
|