Winfield Associates’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-430
| Closed | -$16K | – | 586 |
|
|
2017
Q4 | $16K | Hold |
430
| – | – | 0.01% | 350 |
|
|
2017
Q3 | $15K | Buy |
430
+20
| +5% | +$698 | 0.01% | 346 |
|
|
2017
Q2 | $12K | Sell |
410
-85
| -17% | -$2.49K | 0.01% | 384 |
|
|
2017
Q1 | $15K | Buy |
495
+40
| +9% | +$1.21K | 0.01% | 322 |
|
|
2016
Q4 | $15K | Buy |
455
+45
| +11% | +$1.48K | 0.01% | 309 |
|
|
2016
Q3 | $11K | Hold |
410
| – | – | 0.01% | 329 |
|
|
2016
Q2 | $11K | Buy |
410
+50
| +14% | +$1.34K | 0.01% | 319 |
|
|
2016
Q1 | $10K | Buy |
+360
| New | +$10K | 0.01% | 317 |
|