TRUE Private Wealth Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,395
| Closed | -$209K | – | 826 |
|
|
2019
Q4 | $209K | Sell |
6,395
-3,400
| -35% | -$111K | 0.03% | 213 |
|
|
2019
Q3 | $309K | Hold |
9,795
| – | – | 0.05% | 157 |
|
|
2019
Q2 | $305K | Sell |
9,795
-207
| -2% | -$6.45K | 0.05% | 156 |
|
|
2019
Q1 | $324K | Buy |
10,002
+2,086
| +26% | +$67.6K | 0.06% | 143 |
|
|
2018
Q4 | $221K | Sell |
7,916
-3,237
| -29% | -$90.4K | 0.04% | 213 |
|
|
2018
Q3 | $432K | Sell |
11,153
-105
| -0.9% | -$4.06K | 0.06% | 181 |
|
|
2018
Q2 | $457K | Buy |
11,258
+1,019
| +10% | +$41.4K | 0.07% | 172 |
|
|
2018
Q1 | $353K | Hold |
10,239
| – | – | 0.06% | 168 |
|
|
2017
Q4 | $375K | Buy |
10,239
+299
| +3% | +$11K | 0.07% | 161 |
|
|
2017
Q3 | $348K | Buy |
9,940
+25
| +0.3% | +$875 | 0.08% | 109 |
|
|
2017
Q2 | $289K | Sell |
9,915
-30
| -0.3% | -$874 | 0.07% | 117 |
|
|
2017
Q1 | $308K | Buy |
+9,945
| New | +$308K | 0.07% | 107 |
|