Wendell David Associates’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $275K | Hold |
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|
2018
Q1 | $233K | Hold |
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|
2017
Q4 | $249K | Hold |
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|
2017
Q3 | $236K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $207K | Sell |
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|
2016
Q4 | $384K | Hold |
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|
2016
Q3 | $243K | Sell |
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|
2016
Q2 | $329K | Hold |
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|
2016
Q1 | $329K | Sell |
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|
2015
Q4 | $316K | Sell |
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|
2015
Q3 | $371K | Hold |
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|
2015
Q2 | $385K | Hold |
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|
2015
Q1 | $399K | Hold |
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|
2014
Q4 | $440K | Hold |
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|
2014
Q3 | $495K | Hold |
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|
2014
Q2 | $591K | Sell |
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|
2014
Q1 | $901K | Hold |
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|
2013
Q4 | $901K | Buy |
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|
2013
Q3 | $833K | Hold |
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|
2013
Q2 | $671K | Buy |
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