Stanford Investment Group’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-620
| Closed | -$20K | – | 255 |
|
|
2016
Q4 | $20K | Hold |
620
| – | – | 0.01% | 252 |
|
|
2016
Q3 | $17K | Hold |
620
| – | – | 0.01% | 270 |
|
|
2016
Q2 | $17K | Hold |
620
| – | – | 0.01% | 264 |
|
|
2016
Q1 | $17K | Hold |
620
| – | – | 0.01% | 257 |
|
|
2015
Q4 | $16K | Hold |
620
| – | – | 0.01% | 238 |
|
|
2015
Q3 | $17K | Hold |
620
| – | – | 0.01% | 236 |
|
|
2015
Q2 | $17K | Hold |
620
| – | – | 0.01% | 249 |
|
|
2015
Q1 | $18K | Hold |
620
| – | – | 0.01% | 243 |
|
|
2014
Q4 | $20K | Buy |
+620
| New | +$20K | 0.02% | 229 |
|