Alpha Cubed Investments’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,725
| Closed | -$286K | – | 183 |
|
|
2016
Q2 | $286K | Sell |
8,725
-875
| -9% | -$28.7K | 0.1% | 116 |
|
|
2016
Q1 | $310K | Sell |
9,600
-13,750
| -59% | -$444K | 0.09% | 117 |
|
|
2015
Q4 | $729K | Sell |
23,350
-1,622
| -6% | -$50.6K | 0.19% | 97 |
|
|
2015
Q3 | $842K | Sell |
24,972
-1,928
| -7% | -$65K | 0.22% | 92 |
|
|
2015
Q2 | $898K | Sell |
26,900
-750
| -3% | -$25K | 0.24% | 96 |
|
|
2015
Q1 | $852K | Sell |
27,650
-6,072
| -18% | -$187K | 0.27% | 94 |
|
|
2014
Q4 | $1.22M | Sell |
33,722
-850
| -2% | -$30.7K | 0.48% | 59 |
|
|
2014
Q3 | $1.25M | Sell |
34,572
-10,175
| -23% | -$369K | 0.59% | 57 |
|
|
2014
Q2 | $1.64M | Sell |
44,747
-1,100
| -2% | -$40.4K | 0.73% | 48 |
|
|
2014
Q1 | $1.59M | Sell |
45,847
-1,025
| -2% | -$35.5K | 0.82% | 40 |
|
|
2013
Q4 | $1.66M | Buy |
+46,872
| New | +$1.66M | 0.59% | 64 |
|