WealthPlan Investment Management’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	$688K	Sell	18,384 -1,335	-7%	-$50K	0.05%	213
2025 Q1	$764K	Buy	+19,719	New	+$764K	0.08%	148