Banque Pictet & Cie’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,584
Closed -$764K 436
2023
Q3
$764K Sell
15,584
-1,526
-9% -$74.8K 0.01% 301
2023
Q2
$893K Sell
17,110
-779
-4% -$40.7K 0.01% 342
2023
Q1
$835K Buy
17,889
+2,800
+19% +$131K 0.01% 404
2022
Q4
$700K Buy
15,089
+6,588
+77% +$306K 0.01% 452
2022
Q3
$340K Buy
8,501
+604
+8% +$24.1K ﹤0.01% 552
2022
Q2
$361 Sell
7,897
-1,356
-15% -$62 ﹤0.01% 564
2022
Q1
$517K Sell
9,253
-1,866
-17% -$104K ﹤0.01% 525
2021
Q4
$620K Buy
+11,119
New +$620K ﹤0.01% 507