WealthPLAN Partners’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30
| Closed | -$932 | – | 1385 |
|
|
2023
Q1 | $932 | Buy |
+30
| New | +$932 | ﹤0.01% | 1206 |
|
|
2017
Q2 | – | Sell |
-303
| Closed | -$9.36K | – | 392 |
|
|
2017
Q1 | $9.36K | Buy |
+303
| New | +$9.36K | 0.03% | 281 |
|
|
2016
Q3 | $8.35K | Sell |
303
-303
| -50% | -$8.35K | ﹤0.01% | 627 |
|
|
2016
Q2 | $8.41K | Buy |
+606
| New | +$8.41K | ﹤0.01% | 1802 |
|