YorkBridge Wealth Partners’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,892
| Closed | -$59K | – | 582 |
|
|
2019
Q2 | $59K | Sell |
1,892
-193
| -9% | -$6.02K | 0.03% | 353 |
|
|
2019
Q1 | $68K | Sell |
2,085
-1,970
| -49% | -$64.2K | 0.03% | 334 |
|
|
2018
Q4 | $113K | Sell |
4,055
-526
| -11% | -$14.7K | 0.06% | 229 |
|
|
2018
Q3 | $182K | Sell |
4,581
-1,416
| -24% | -$56.3K | 0.08% | 179 |
|
|
2018
Q2 | $244K | Buy |
5,997
+132
| +2% | +$5.37K | 0.11% | 157 |
|
|
2018
Q1 | $220K | Buy |
5,865
+1,482
| +34% | +$55.6K | 0.1% | 167 |
|
|
2017
Q4 | $148K | Sell |
4,383
-149
| -3% | -$5.03K | 0.07% | 218 |
|
|
2017
Q3 | $159K | Buy |
4,532
+596
| +15% | +$20.9K | 0.08% | 204 |
|
|
2017
Q2 | $118K | Sell |
3,936
-125
| -3% | -$3.75K | 0.06% | 238 |
|
|
2017
Q1 | $128K | Buy |
4,061
+42
| +1% | +$1.32K | 0.07% | 215 |
|
|
2016
Q4 | $125K | Buy |
+4,019
| New | +$125K | 0.07% | 204 |
|