Rational Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-805
| Closed | -$10K | – | 545 |
|
|
2020
Q3 | $10K | Buy |
+805
| New | +$10K | ﹤0.01% | 287 |
|
|
2016
Q2 | – | Sell |
-11,700
| Closed | -$325K | – | 265 |
|
|
2016
Q1 | $325K | Buy |
+11,700
| New | +$325K | 0.21% | 121 |
|
|
2015
Q3 | $398K | Sell |
14,900
-58,900
| -80% | -$1.57M | 0.16% | 134 |
|
|
2015
Q2 | $2.03M | Sell |
73,800
-14,650
| -17% | -$403K | 0.65% | 56 |
|
|
2015
Q1 | $2.59M | Sell |
88,450
-5,850
| -6% | -$171K | 0.63% | 50 |
|
|
2014
Q4 | $3M | Buy |
+94,300
| New | +$3M | 0.59% | 53 |
|
|
2013
Q4 | $4.43M | Sell |
126,400
-600
| -0.5% | -$21K | 0.38% | 78 |
|
|
2013
Q3 | $4.54M | Buy |
127,000
+65,400
| +106% | +$2.34M | 0.35% | 74 |
|
|
2013
Q2 | $1.82M | Buy |
+61,600
| New | +$1.82M | 0.15% | 227 |
|