Wealth Alliance’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,828
| Closed | -$411K | – | 533 |
|
|
2023
Q4 | $411K | Sell |
12,828
-439
| -3% | -$14.1K | 0.06% | 295 |
|
|
2023
Q3 | $456K | Buy |
13,267
+4,092
| +45% | +$141K | 0.07% | 247 |
|
|
2023
Q2 | $269K | Sell |
9,175
-2,603
| -22% | -$76.3K | 0.04% | 410 |
|
|
2023
Q1 | $366K | Buy |
11,778
+3,763
| +47% | +$117K | 0.06% | 307 |
|
|
2022
Q4 | $254K | Sell |
8,015
-63
| -0.8% | -$2K | 0.05% | 392 |
|
|
2022
Q3 | $227K | Buy |
8,078
+1,114
| +16% | +$31.3K | 0.04% | 393 |
|
|
2022
Q2 | $244K | Buy |
+6,964
| New | +$244K | 0.05% | 381 |
|