Shine Investment Advisory Services’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $21K | Hold |
1,692
| – | – | 0.01% | 444 |
|
|
2020
Q2 | $29K | Sell |
1,692
-642
| -28% | -$11K | 0.01% | 402 |
|
|
2020
Q1 | $37K | Hold |
2,334
| – | – | 0.02% | 316 |
|
|
2019
Q4 | $77K | Hold |
2,334
| – | – | 0.03% | 248 |
|
|
2019
Q3 | $74K | Sell |
2,334
-127
| -5% | -$4.03K | 0.04% | 230 |
|
|
2019
Q2 | $77K | Hold |
2,461
| – | – | 0.04% | 225 |
|
|
2019
Q1 | $80K | Hold |
2,461
| – | – | 0.04% | 219 |
|
|
2018
Q4 | $69K | Buy |
2,461
+363
| +17% | +$10.2K | 0.03% | 227 |
|
|
2018
Q3 | $81K | Hold |
2,098
| – | – | 0.04% | 218 |
|
|
2018
Q2 | $85K | Hold |
2,098
| – | – | 0.04% | 210 |
|
|
2018
Q1 | $72K | Hold |
2,098
| – | – | 0.04% | 230 |
|
|
2017
Q4 | $77K | Sell |
2,098
-52
| -2% | -$1.91K | 0.04% | 225 |
|
|
2017
Q3 | $75K | Hold |
2,150
| – | – | 0.04% | 217 |
|
|
2017
Q2 | $63K | Buy |
+2,150
| New | +$63K | 0.03% | 237 |
|