Wharton Business Group’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-26,210
| Closed | -$918K | – | 109 |
|
|
2017
Q3 | $918K | Hold |
26,210
| – | – | 0.1% | 61 |
|
|
2017
Q2 | $765K | Buy |
+26,210
| New | +$765K | 0.08% | 67 |
|
|
2014
Q4 | – | Sell |
-18,438
| Closed | -$667K | – | 143 |
|
|
2014
Q3 | $667K | Hold |
18,438
| – | – | 0.06% | 110 |
|
|
2014
Q2 | $786K | Hold |
18,438
| – | – | 0.09% | 103 |
|
|
2014
Q1 | $645K | Hold |
18,438
| – | – | 0.05% | 121 |
|
|
2013
Q4 | $646K | Sell |
18,438
-1,585
| -8% | -$55.5K | 0.05% | 119 |
|
|
2013
Q3 | $716K | Hold |
20,023
| – | – | 0.06% | 111 |
|
|
2013
Q2 | $590K | Buy |
+20,023
| New | +$590K | 0.05% | 117 |
|