WFG Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $52K | Hold |
1,788
| – | – | 0.01% | 693 |
|
|
2017
Q1 | $55K | Hold |
1,788
| – | – | 0.01% | 638 |
|
|
2016
Q4 | $58K | Hold |
1,788
| – | – | 0.01% | 686 |
|
|
2016
Q3 | $50K | Sell |
1,788
-106
| -6% | -$2.96K | 0.01% | 709 |
|
|
2016
Q2 | $53K | Hold |
1,894
| – | – | 0.01% | 675 |
|
|
2016
Q1 | $53K | Hold |
1,894
| – | – | 0.02% | 651 |
|
|
2015
Q4 | $49K | Sell |
1,894
-1
| -0.1% | -$26 | 0.01% | 666 |
|
|
2015
Q3 | $51K | Buy |
1,895
+1
| +0.1% | +$27 | 0.02% | 634 |
|
|
2015
Q2 | $52K | Buy |
1,894
+1
| +0.1% | +$27 | 0.01% | 714 |
|
|
2015
Q1 | $55K | Hold |
1,893
| – | – | 0.02% | 701 |
|
|
2014
Q4 | $60K | Buy |
1,893
+1
| +0.1% | +$32 | 0.01% | 814 |
|
|
2014
Q3 | $68K | Hold |
1,892
| – | – | 0.01% | 809 |
|
|
2014
Q2 | $81K | Buy |
1,892
+1
| +0.1% | +$43 | 0.02% | 728 |
|
|
2014
Q1 | $66K | Sell |
1,891
-1,238
| -40% | -$43.2K | 0.01% | 792 |
|
|
2013
Q4 | $110K | Sell |
3,129
-5,011
| -62% | -$176K | 0.02% | 708 |
|
|
2013
Q3 | $300K | Sell |
8,140
-1,227
| -13% | -$45.2K | 0.05% | 393 |
|
|
2013
Q2 | $276K | Buy |
+9,367
| New | +$276K | 0.05% | 385 |
|