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Whipplewood Advisors’s Suncor Energy SU Stock Holding History

Whipplewood Advisors’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.97K Sell
186
-21
-10% -$786 ﹤0.01% 631
2025
Q1 		$8.71K Sell
207
-375
-64% -$15.8K 0.01% 587
2024
Q4 		$20.8K Buy
+582
New +$20.8K 0.01% 441