TrustCore Financial Services’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-600
| Closed | -$10K | – | 981 |
|
2020
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 675 |
|
2020
Q3 | $7K | Hold |
600
| – | – | ﹤0.01% | 646 |
|
2020
Q2 | $10K | Hold |
600
| – | – | ﹤0.01% | 624 |
|
2020
Q1 | $9K | Hold |
600
| – | – | ﹤0.01% | 605 |
|
2019
Q4 | $20K | Hold |
600
| – | – | ﹤0.01% | 511 |
|
2019
Q3 | $19K | Sell |
600
-600
| -50% | -$19K | ﹤0.01% | 520 |
|
2019
Q2 | $37K | Hold |
1,200
| – | – | 0.01% | 410 |
|
2019
Q1 | $39K | Buy |
+1,200
| New | +$39K | 0.01% | 344 |
|
2018
Q4 | – | Sell |
-729
| Closed | -$28K | – | 739 |
|
2018
Q3 | $28K | Sell |
729
-22
| -3% | -$845 | 0.01% | 385 |
|
2018
Q2 | $31K | Buy |
751
+151
| +25% | +$6.23K | 0.01% | 363 |
|
2018
Q1 | $21K | Hold |
600
| – | – | 0.01% | 399 |
|
2017
Q4 | $22K | Buy |
+600
| New | +$22K | 0.01% | 382 |
|