Beacon Investment Advisory Services’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,239
| Closed | -$367K | – | 264 |
|
|
2018
Q3 | $367K | Buy |
9,239
+534
| +6% | +$21.2K | 0.04% | 196 |
|
|
2018
Q2 | $349K | Buy |
8,705
+584
| +7% | +$23.4K | 0.04% | 198 |
|
|
2018
Q1 | $334K | Buy |
8,121
+784
| +11% | +$32.2K | 0.03% | 198 |
|
|
2017
Q4 | $303K | Sell |
7,337
-2,079
| -22% | -$85.9K | 0.03% | 202 |
|
|
2017
Q3 | $375K | Buy |
+9,416
| New | +$375K | 0.03% | 203 |
|