WealthSource Partners’s Suncor Energy SU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-12,168
Closed -$384K 454
2019
Q3
$384K Buy
12,168
+671
+6% +$21.2K 0.06% 283
2019
Q2
$358K Buy
+11,497
New +$358K 0.06% 297