Apollon Wealth Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,328
| Closed | -$351K | – | 80 |
|
|
2019
Q4 | $351K | Sell |
7,328
-1,194
| -14% | -$57.2K | 0.31% | 45 |
|
|
2019
Q3 | $382K | Hold |
8,522
| – | – | 0.4% | 40 |
|
|
2019
Q2 | $352K | Hold |
8,522
| – | – | 0.4% | 36 |
|
|
2019
Q1 | $327K | Sell |
8,522
-568
| -6% | -$21.8K | 0.43% | 39 |
|
|
2018
Q4 | $328K | Buy |
+9,090
| New | +$328K | 0.3% | 36 |
|