Winslow Evans & Crocker’s Suncor Energy SU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$210K	Hold	12,500	–	–	0.04%	327
2020 Q3	$153K	Hold	12,500	–	–	0.04%	305
2020 Q2	$211K	Hold	12,500	–	–	0.06%	263
2020 Q1	$198K	Sell	12,500 -1,000	-7%	-$15.8K	0.07%	244
2019 Q4	$444K	Sell	13,500 -1,500	-10%	-$49.3K	0.11%	189
2019 Q3	$474K	Hold	15,000	–	–	0.13%	171
2019 Q2	$468K	Sell	15,000 -88	-0.6%	-$2.75K	0.13%	177
2019 Q1	$492K	Sell	15,088 -3,512	-19%	-$115K	0.14%	165
2018 Q4	$522K	Sell	18,600 -400	-2%	-$11.2K	0.18%	131
2018 Q3	$736K	Sell	19,000 -200	-1%	-$7.75K	0.22%	104
2018 Q2	$782K	Sell	19,200 -4,800	-20%	-$196K	0.25%	99
2018 Q1	$829K	Sell	24,000 -126	-0.5%	-$4.35K	0.27%	86
2017 Q4	$886K	Hold	24,126	–	–	0.28%	85
2017 Q3	$845K	Sell	24,126 -624	-3%	-$21.9K	0.28%	80
2017 Q2	$723K	Hold	24,750	–	–	0.2%	116
2017 Q1	$761K	Hold	24,750	–	–	0.24%	87
2016 Q4	$809K	Hold	24,750	–	–	0.25%	90
2016 Q3	$688K	Hold	24,750	–	–	0.2%	109
2016 Q2	$686K	Hold	24,750	–	–	0.21%	105
2016 Q1	$688K	Hold	24,750	–	–	0.21%	104
2015 Q4	$639K	Sell	24,750 -250	-1%	-$6.45K	0.18%	123
2015 Q3	$668K	Sell	25,000 -2,150	-8%	-$57.4K	0.21%	110
2015 Q2	$747K	Sell	27,150 -200	-0.7%	-$5.5K	0.21%	113
2015 Q1	$800K	Buy	27,350 +2,150	+9%	+$62.9K	0.23%	102
2014 Q4	$801K	Hold	25,200	–	–	0.23%	100
2014 Q3	$911K	Buy	25,200 +100	+0.4%	+$3.62K	0.26%	97
2014 Q2	$1.07M	Sell	25,100 -70	-0.3%	-$2.98K	0.35%	74
2014 Q1	$880K	Hold	25,170	–	–	0.3%	78
2013 Q4	$882K	Buy	+25,170	New	+$882K	0.3%	85