TrueWealth LLC’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 |
-185
| Closed | -$6K | – | 790 |
|
|
2019
Q4 | $6K | Hold |
185
| – | – | ﹤0.01% | 552 |
|
|
2019
Q3 | $6K | Hold |
185
| – | – | ﹤0.01% | 546 |
|
|
2019
Q2 | $6K | Hold |
185
| – | – | ﹤0.01% | 547 |
|
|
2019
Q1 | $6K | Hold |
185
| – | – | ﹤0.01% | 551 |
|
|
2018
Q4 | $5K | Sell |
185
-213
| -54% | -$5.76K | ﹤0.01% | 560 |
|
|
2018
Q3 | $15K | Hold |
398
| – | – | 0.01% | 423 |
|
|
2018
Q2 | $16K | Buy |
398
+240
| +152% | +$9.65K | 0.01% | 417 |
|
|
2018
Q1 | $5K | Sell |
158
-134
| -46% | -$4.24K | ﹤0.01% | 592 |
|
|
2017
Q4 | $11K | Buy |
+292
| New | +$11K | 0.01% | 491 |
|