Stokes Capital Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-47,489
| Closed | -$1.84M | – | 87 |
|
|
2018
Q3 | $1.84M | Buy |
47,489
+50
| +0.1% | +$1.93K | 1.12% | 44 |
|
|
2018
Q2 | $1.93M | Buy |
47,439
+2,615
| +6% | +$106K | 1.26% | 36 |
|
|
2018
Q1 | $1.55M | Buy |
44,824
+1,317
| +3% | +$45.5K | 1.01% | 50 |
|
|
2017
Q4 | $1.6M | Buy |
+43,507
| New | +$1.6M | 1.08% | 44 |
|