Apriem Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$31K | – | 678 |
|
|
2015
Q1 | $31K | Hold |
1,000
| – | – | 0.01% | 255 |
|
|
2014
Q4 | $36K | Hold |
1,000
| – | – | 0.01% | 226 |
|
|
2014
Q3 | $36K | Hold |
1,000
| – | – | 0.01% | 244 |
|
|
2014
Q2 | $37K | Hold |
1,000
| – | – | 0.01% | 221 |
|
|
2014
Q1 | $35K | Hold |
1,000
| – | – | 0.01% | 250 |
|
|
2013
Q4 | $35K | Hold |
1,000
| – | – | 0.01% | 243 |
|
|
2013
Q3 | $32K | Hold |
1,000
| – | – | 0.01% | 240 |
|
|
2013
Q2 | $30K | Buy |
+1,000
| New | +$30K | 0.01% | 241 |
|