SYSTM Wealth Solutions’s Suncor Energy SU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,256
| Closed | -$124K | – | 562 |
|
|
2024
Q2 | $124K | Sell |
3,256
-10,520
| -76% | -$401K | 0.03% | 233 |
|
|
2024
Q1 | $508K | Sell |
13,776
-13
| -0.1% | -$480 | 0.06% | 282 |
|
|
2023
Q4 | $442K | Sell |
13,789
-3,024
| -18% | -$96.9K | 0.06% | 286 |
|
|
2023
Q3 | $578K | Sell |
16,813
-8,573
| -34% | -$295K | 0.09% | 266 |
|
|
2023
Q2 | $744K | Buy |
25,386
+5,026
| +25% | +$147K | 0.1% | 252 |
|
|
2023
Q1 | $632K | Sell |
20,360
-10,040
| -33% | -$312K | 0.1% | 257 |
|
|
2022
Q4 | $965K | Buy |
+30,400
| New | +$965K | 0.12% | 218 |
|