Weld Capital Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,008
| Closed | -$168K | – | 538 |
|
|
2020
Q4 | $168K | Sell |
10,008
-270
| -3% | -$4.53K | 0.07% | 419 |
|
|
2020
Q3 | $126K | Sell |
10,278
-3,066
| -23% | -$37.6K | 0.05% | 435 |
|
|
2020
Q2 | $225K | Buy |
+13,344
| New | +$225K | 0.09% | 350 |
|
|
2019
Q4 | – | Sell |
-9,379
| Closed | -$296K | – | 916 |
|
|
2019
Q3 | $296K | Sell |
9,379
-26,826
| -74% | -$847K | 0.05% | 568 |
|
|
2019
Q2 | $1.13M | Buy |
36,205
+9,949
| +38% | +$310K | 0.21% | 153 |
|
|
2019
Q1 | $851K | Buy |
+26,256
| New | +$851K | 0.16% | 247 |
|