Total Clarity Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,400
| Closed | -$154K | – | 892 |
|
2022
Q2 | $154K | Buy |
+4,400
| New | +$154K | 0.08% | 246 |
|
2022
Q1 | – | Sell |
-4,100
| Closed | -$103K | – | 834 |
|
2021
Q4 | $103K | Sell |
4,100
-500
| -11% | -$12.6K | 0.05% | 310 |
|
2021
Q3 | $95K | Buy |
+4,600
| New | +$95K | 0.05% | 310 |
|
2021
Q2 | – | Sell |
-4,600
| Closed | -$96K | – | 679 |
|
2021
Q1 | $96K | Buy |
+4,600
| New | +$96K | 0.06% | 249 |
|
2020
Q1 | – | Sell |
-2,815
| Closed | -$92K | – | 554 |
|
2019
Q4 | $92K | Buy |
+2,815
| New | +$92K | 0.07% | 190 |
|