Tilia Fiduciary Partners’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-545
| Closed | -$16K | – | 440 |
|
|
2023
Q2 | $16K | Hold |
545
| – | – | 0.01% | 324 |
|
|
2023
Q1 | $16.9K | Hold |
545
| – | – | 0.02% | 321 |
|
|
2022
Q4 | $17.3K | Hold |
545
| – | – | 0.02% | 307 |
|
|
2022
Q3 | $17K | Hold |
545
| – | – | 0.02% | 306 |
|
|
2022
Q2 | $17K | Buy |
+545
| New | +$17K | 0.02% | 323 |
|