Wunderlich Capital Managemnt’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-42,775
| Closed | -$1.4M | – | 85 |
|
|
2019
Q4 | $1.4M | Buy |
42,775
+14
| +0% | +$459 | 0.88% | 63 |
|
|
2019
Q3 | $1.35M | Buy |
42,761
+99
| +0.2% | +$3.13K | 0.93% | 63 |
|
|
2019
Q2 | $1.33M | Buy |
42,662
+1,223
| +3% | +$38.1K | 0.88% | 65 |
|
|
2019
Q1 | $1.34M | Sell |
41,439
-260
| -0.6% | -$8.43K | 0.94% | 61 |
|
|
2018
Q4 | $1.17M | Buy |
41,699
+40
| +0.1% | +$1.12K | 0.9% | 62 |
|
|
2018
Q3 | $1.61M | Sell |
41,659
-2,429
| -6% | -$94K | 1.14% | 47 |
|
|
2018
Q2 | $1.79M | Sell |
44,088
-1,535
| -3% | -$62.4K | 1.25% | 28 |
|
|
2018
Q1 | $1.58M | Sell |
45,623
-465
| -1% | -$16.1K | 1.08% | 42 |
|
|
2017
Q4 | $1.69M | Sell |
46,088
-62
| -0.1% | -$2.28K | 1.17% | 37 |
|
|
2017
Q3 | $1.62M | Sell |
46,150
-1,259
| -3% | -$44.1K | 1.21% | 36 |
|
|
2017
Q2 | $1.38M | Sell |
47,409
-709
| -1% | -$20.7K | 1.03% | 52 |
|
|
2017
Q1 | $1.48M | Buy |
48,118
+356
| +0.7% | +$11K | 1.15% | 40 |
|
|
2016
Q4 | $1.56M | Sell |
47,762
-782
| -2% | -$25.6K | 1.27% | 31 |
|
|
2016
Q3 | $1.35M | Buy |
48,544
+1,610
| +3% | +$44.7K | 1.08% | 53 |
|
|
2016
Q2 | $1.3M | Buy |
46,934
+703
| +2% | +$19.5K | 1.1% | 51 |
|
|
2016
Q1 | $1.29M | Buy |
46,231
+722
| +2% | +$20.1K | 1.1% | 54 |
|
|
2015
Q4 | $1.17M | Buy |
45,509
+967
| +2% | +$24.9K | 1.01% | 58 |
|
|
2015
Q3 | $1.19M | Buy |
+44,542
| New | +$1.19M | 1.1% | 45 |
|