TCI Wealth Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-414
| Closed | -$13.1K | – | 2633 |
|
|
2022
Q4 | $13.1K | Hold |
414
| – | – | ﹤0.01% | 895 |
|
|
2022
Q3 | $12K | Hold |
414
| – | – | ﹤0.01% | 928 |
|
|
2022
Q2 | $15K | Hold |
414
| – | – | ﹤0.01% | 780 |
|
|
2022
Q1 | $13K | Buy |
414
+356
| +614% | +$10.6K | ﹤0.01% | 941 |
|
|
2021
Q4 | $1K | Hold |
58
| – | – | ﹤0.01% | 2236 |
|
|
2021
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 2308 |
|
|
2021
Q2 | $1K | Hold |
58
| – | – | ﹤0.01% | 2254 |
|
|
2021
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 2112 |
|
|
2020
Q4 | $1K | Hold |
58
| – | – | ﹤0.01% | 1454 |
|
|
2020
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q2 | $1K | Hold |
58
| – | – | ﹤0.01% | 1357 |
|
|
2020
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 1347 |
|
|
2019
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 1204 |
|
|
2019
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 1082 |
|
|
2018
Q4 | $2K | Sell |
58
-307
| -84% | -$10.2K | ﹤0.01% | 1063 |
|
|
2018
Q3 | $14K | Hold |
365
| – | – | 0.01% | 581 |
|
|
2018
Q2 | $15K | Hold |
365
| – | – | 0.01% | 558 |
|
|
2018
Q1 | $13K | Hold |
365
| – | – | 0.01% | 573 |
|
|
2017
Q4 | $13K | Hold |
365
| – | – | 0.01% | 586 |
|
|
2017
Q3 | $13K | Hold |
365
| – | – | 0.01% | 553 |
|
|
2017
Q2 | $11K | Hold |
365
| – | – | 0.01% | 575 |
|
|
2017
Q1 | $11K | Hold |
365
| – | – | 0.01% | 569 |
|
|
2016
Q4 | $12K | Buy |
365
+307
| +529% | +$9.41K | 0.01% | 592 |
|
|
2016
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 1003 |
|
|
2016
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 963 |
|
|
2016
Q1 | $2K | Buy |
58
+8
| +16% | +$194 | ﹤0.01% | 973 |
|
|
2015
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 970 |
|
|
2015
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 920 |
|
|
2015
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 911 |
|
|
2015
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 832 |
|
|
2014
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 758 |
|
|
2014
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 754 |
|
|
2014
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 776 |
|
|
2014
Q1 | $2K | Buy |
+50
| New | +$1.67K | ﹤0.01% | 738 |
|
Other funds holding SU
