SFMG Wealth Advisors’s Suncor Energy SU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-8,460
Closed -$233K 128
2015
Q2
$233K Sell
8,460
-11,190
-57% -$308K 0.05% 100
2015
Q1
$575K Buy
19,650
+9,980
+103% +$292K 0.05% 88
2014
Q4
$307K Buy
+9,670
New +$307K 0.07% 88