Wealthspire Advisors (Maryland)’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,855
| Closed | -$290K | – | 504 |
|
|
2019
Q4 | $290K | Buy |
8,855
+195
| +2% | +$6.39K | 0.02% | 383 |
|
|
2019
Q3 | $273K | Sell |
8,660
-175
| -2% | -$5.52K | 0.02% | 369 |
|
|
2019
Q2 | $275K | Buy |
8,835
+2,528
| +40% | +$78.7K | 0.02% | 370 |
|
|
2019
Q1 | $205K | Sell |
6,307
-286
| -4% | -$9.3K | 0.02% | 430 |
|
|
2018
Q4 | $184K | Sell |
6,593
-1,118
| -14% | -$31.2K | 0.02% | 419 |
|
|
2018
Q3 | $298K | Buy |
7,711
+83
| +1% | +$3.21K | 0.02% | 358 |
|
|
2018
Q2 | $310K | Sell |
7,628
-424
| -5% | -$17.2K | 0.03% | 354 |
|
|
2018
Q1 | $278K | Buy |
8,052
+475
| +6% | +$16.4K | 0.03% | 378 |
|
|
2017
Q4 | $278K | Buy |
7,577
+732
| +11% | +$26.9K | 0.03% | 391 |
|
|
2017
Q3 | $240K | Buy |
6,845
+483
| +8% | +$16.9K | 0.03% | 416 |
|
|
2017
Q2 | $186K | Buy |
6,362
+2,138
| +51% | +$62.5K | 0.02% | 476 |
|
|
2017
Q1 | $130K | Buy |
4,224
+238
| +6% | +$7.33K | 0.02% | 508 |
|
|
2016
Q4 | $130K | Sell |
3,986
-418
| -9% | -$13.6K | 0.02% | 492 |
|
|
2016
Q3 | $122K | Buy |
4,404
+1,800
| +69% | +$49.9K | 0.02% | 513 |
|
|
2016
Q2 | $72K | Sell |
2,604
-528
| -17% | -$14.6K | 0.01% | 628 |
|
|
2016
Q1 | $87K | Buy |
3,132
+225
| +8% | +$6.25K | 0.02% | 555 |
|
|
2015
Q4 | $75K | Buy |
+2,907
| New | +$75K | 0.01% | 604 |
|