Wealthcare Advisory Partners’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-338
| Closed | -$7K | – | 1706 |
|
|
2021
Q1 | $7K | Buy |
+338
| New | +$7K | ﹤0.01% | 1568 |
|
|
2020
Q2 | – | Sell |
-348
| Closed | -$5K | – | 1221 |
|
|
2020
Q1 | $5K | Sell |
348
-15
| -4% | -$216 | ﹤0.01% | 1122 |
|
|
2019
Q4 | $12K | Hold |
363
| – | – | ﹤0.01% | 896 |
|
|
2019
Q3 | $11K | Sell |
363
-114
| -24% | -$3.46K | ﹤0.01% | 904 |
|
|
2019
Q2 | $15K | Buy |
477
+114
| +31% | +$3.59K | ﹤0.01% | 806 |
|
|
2019
Q1 | $12K | Hold |
363
| – | – | ﹤0.01% | 780 |
|
|
2018
Q4 | $10K | Hold |
363
| – | – | ﹤0.01% | 794 |
|
|
2018
Q3 | $14K | Sell |
363
-90
| -20% | -$3.47K | ﹤0.01% | 767 |
|
|
2018
Q2 | $18K | Sell |
453
-9
| -2% | -$358 | ﹤0.01% | 700 |
|
|
2018
Q1 | $16K | Sell |
462
-15
| -3% | -$519 | ﹤0.01% | 640 |
|
|
2017
Q4 | $18K | Buy |
477
+322
| +208% | +$12.2K | ﹤0.01% | 565 |
|
|
2017
Q3 | $5K | Buy |
+155
| New | +$5K | ﹤0.01% | 659 |
|