TWA

TCI Wealth Advisors’s Suncor Energy SU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	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%	779
2022 Q1	$13K	Buy	414 +356	+614%	+$11.2K	﹤0.01%	941
2021 Q4	$1K	Hold	58	–	–	﹤0.01%	2236
2021 Q3	$1K	Hold	58	–	–	﹤0.01%	2293
2021 Q2	$1K	Hold	58	–	–	﹤0.01%	2236
2021 Q1	$1K	Hold	58	–	–	﹤0.01%	2094
2020 Q4	$1K	Hold	58	–	–	﹤0.01%	1430
2020 Q3	$1K	Hold	58	–	–	﹤0.01%	1413
2020 Q2	$1K	Hold	58	–	–	﹤0.01%	1345
2020 Q1	$1K	Hold	58	–	–	﹤0.01%	1337
2019 Q4	$2K	Hold	58	–	–	﹤0.01%	1200
2019 Q3	$2K	Hold	58	–	–	﹤0.01%	1142
2019 Q2	$2K	Hold	58	–	–	﹤0.01%	1063
2019 Q1	$2K	Hold	58	–	–	﹤0.01%	1076
2018 Q4	$2K	Sell	58 -307	-84%	-$10.6K	﹤0.01%	1053
2018 Q3	$14K	Hold	365	–	–	0.01%	571
2018 Q2	$15K	Hold	365	–	–	0.01%	558
2018 Q1	$13K	Hold	365	–	–	0.01%	570
2017 Q4	$13K	Hold	365	–	–	0.01%	586
2017 Q3	$13K	Hold	365	–	–	0.01%	552
2017 Q2	$11K	Hold	365	–	–	0.01%	575
2017 Q1	$11K	Hold	365	–	–	0.01%	569
2016 Q4	$12K	Buy	365 +307	+529%	+$10.1K	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%	+$276	﹤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%	830
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	+$2K	﹤0.01%	738