Asset Planning Services (Pennsylvania)’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-662
| Closed | -$30K | – | 222 |
|
|
2019
Q3 | $30K | Hold |
662
| – | – | 0.01% | 154 |
|
|
2019
Q2 | $27K | Hold |
662
| – | – | 0.01% | 155 |
|
|
2019
Q1 | $25K | Hold |
662
| – | – | 0.01% | 157 |
|
|
2018
Q4 | $22K | Hold |
662
| – | – | 0.01% | 163 |
|
|
2018
Q3 | $25K | Hold |
662
| – | – | 0.01% | 160 |
|
|
2018
Q2 | $27K | Hold |
662
| – | – | 0.01% | 156 |
|
|
2018
Q1 | $27K | Hold |
662
| – | – | 0.01% | 158 |
|
|
2017
Q4 | $27K | Hold |
662
| – | – | 0.01% | 161 |
|
|
2017
Q3 | $26K | Sell |
662
-940
| -59% | -$36.9K | 0.01% | 183 |
|
|
2017
Q2 | $57K | Sell |
1,602
-310
| -16% | -$11K | 0.04% | 129 |
|
|
2017
Q1 | $70K | Hold |
1,912
| – | – | 0.05% | 126 |
|
|
2016
Q4 | $73K | Buy |
1,912
+662
| +53% | +$25.3K | 0.06% | 110 |
|
|
2016
Q3 | $41K | Hold |
1,250
| – | – | 0.03% | 135 |
|
|
2016
Q2 | $41K | Sell |
1,250
-325
| -21% | -$10.7K | 0.04% | 149 |
|
|
2016
Q1 | $51K | Hold |
1,575
| – | – | 0.05% | 134 |
|
|
2015
Q4 | $49K | Hold |
1,575
| – | – | 0.05% | 104 |
|
|
2015
Q3 | $51K | Hold |
1,575
| – | – | 0.05% | 98 |
|
|
2015
Q2 | $53K | Buy |
+1,575
| New | +$53K | 0.05% | 113 |
|