Avalon Investment & Advisory’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-237,757
| Closed | -$10.9M | – | 317 |
|
|
2022
Q2 | $10.9M | Sell |
237,757
-354
| -0.1% | -$16.2K | 0.31% | 95 |
|
|
2022
Q1 | $13.3M | Buy |
238,111
+3,187
| +1% | +$178K | 0.32% | 88 |
|
|
2021
Q4 | $13.1M | Sell |
234,924
-46,799
| -17% | -$2.61M | 0.32% | 91 |
|
|
2021
Q3 | $14.5M | Sell |
281,723
-22,572
| -7% | -$1.16M | 0.34% | 93 |
|
|
2021
Q2 | $15.7M | Sell |
304,295
-31,754
| -9% | -$1.64M | 0.35% | 97 |
|
|
2021
Q1 | $17M | Sell |
336,049
-18,169
| -5% | -$918K | 0.39% | 95 |
|
|
2020
Q4 | $15.7M | Sell |
354,218
-20,137
| -5% | -$895K | 0.32% | 93 |
|
|
2020
Q3 | $15.2M | Buy |
+374,355
| New | +$15.2M | 0.34% | 94 |
|