Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.81K | Hold |
169
| – | – | ﹤0.01% | 756 |
|
|
2023
Q3 | $8.29K | Hold |
169
| – | – | ﹤0.01% | 615 |
|
|
2023
Q2 | $8.85K | Hold |
169
| – | – | ﹤0.01% | 596 |
|
|
2023
Q1 | $7.93K | Hold |
169
| – | – | ﹤0.01% | 602 |
|
|
2022
Q4 | $8K | Hold |
169
| – | – | ﹤0.01% | 628 |
|
|
2022
Q3 | $7K | Hold |
169
| – | – | ﹤0.01% | 612 |
|
|
2022
Q2 | $8K | Hold |
169
| – | – | ﹤0.01% | 609 |
|
|
2022
Q1 | $9K | Hold |
169
| – | – | ﹤0.01% | 597 |
|
|
2021
Q4 | $9K | Hold |
169
| – | – | ﹤0.01% | 592 |
|
|
2021
Q3 | $9K | Hold |
169
| – | – | ﹤0.01% | 536 |
|
|
2021
Q2 | $9K | Hold |
169
| – | – | ﹤0.01% | 518 |
|
|
2021
Q1 | $9K | Hold |
169
| – | – | ﹤0.01% | 471 |
|
|
2020
Q4 | $8K | Buy |
169
+1
| +0.6% | +$47 | ﹤0.01% | 453 |
|
|
2020
Q3 | $7K | Buy |
168
+2
| +1% | +$83 | ﹤0.01% | 435 |
|
|
2020
Q2 | $6K | Buy |
166
+1
| +0.6% | +$36 | ﹤0.01% | 445 |
|
|
2020
Q1 | $5K | Buy |
165
+1
| +0.6% | +$30 | ﹤0.01% | 438 |
|
|
2019
Q4 | $7K | Buy |
164
+1
| +0.6% | +$43 | ﹤0.01% | 427 |
|
|
2019
Q3 | $7K | Buy |
163
+2
| +1% | +$86 | ﹤0.01% | 394 |
|
|
2019
Q2 | $7K | Hold |
161
| – | – | ﹤0.01% | 398 |
|
|
2019
Q1 | $7K | Buy |
161
+2
| +1% | +$87 | ﹤0.01% | 415 |
|
|
2018
Q4 | $6K | Sell |
159
-204
| -56% | -$7.7K | ﹤0.01% | 428 |
|
|
2018
Q3 | $14K | Buy |
363
+206
| +131% | +$7.95K | ﹤0.01% | 335 |
|
|
2018
Q2 | $6K | Buy |
157
+1
| +0.6% | +$38 | ﹤0.01% | 434 |
|
|
2018
Q1 | $6K | Hold |
156
| – | – | ﹤0.01% | 410 |
|
|
2017
Q4 | $7K | Hold |
156
| – | – | ﹤0.01% | 399 |
|
|
2017
Q3 | $6K | Hold |
156
| – | – | ﹤0.01% | 397 |
|
|
2017
Q2 | $6K | Buy |
+156
| New | +$6K | ﹤0.01% | 399 |
|