True Wealth Design’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42K | Sell |
118
-6
| -5% | -$225 | ﹤0.01% | 858 |
|
|
2025
Q1 | $4.8K | Sell |
124
-1
| -0.8% | -$39 | ﹤0.01% | 697 |
|
|
2024
Q4 | $4.46K | Buy |
125
+23
| +23% | +$821 | ﹤0.01% | 555 |
|
|
2024
Q3 | $3.77K | Sell |
102
-1
| -1% | -$37 | ﹤0.01% | 635 |
|
|
2024
Q2 | $3.93K | Buy |
103
+25
| +32% | +$953 | ﹤0.01% | 297 |
|
|
2024
Q1 | $2.88K | Buy |
78
+36
| +86% | +$1.33K | ﹤0.01% | 312 |
|
|
2023
Q4 | $1.35K | Buy |
42
+2
| +5% | +$64 | ﹤0.01% | 330 |
|
|
2023
Q3 | $1.38K | Buy |
40
+2
| +5% | +$69 | ﹤0.01% | 293 |
|
|
2023
Q2 | $1.12K | Hold |
38
| – | – | ﹤0.01% | 316 |
|
|
2023
Q1 | $1.18K | Hold |
38
| – | – | ﹤0.01% | 390 |
|
|
2022
Q4 | $1.21K | Buy |
+38
| New | +$1.21K | ﹤0.01% | 324 |
|