Beacon Trust’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $319K | Buy |
8,773
+787
| +10% | +$28.6K | 0.05% | 151 |
|
|
2016
Q4 | $307K | Sell |
7,986
-184
| -2% | -$7.07K | 0.05% | 154 |
|
|
2016
Q3 | $266K | Buy |
8,170
+447
| +6% | +$14.6K | 0.04% | 155 |
|
|
2016
Q2 | $254K | Hold |
7,723
| – | – | 0.04% | 160 |
|
|
2016
Q1 | $249K | Buy |
7,723
+66
| +0.9% | +$2.13K | 0.04% | 157 |
|
|
2015
Q4 | $239K | Sell |
7,657
-1,706
| -18% | -$53.3K | 0.04% | 159 |
|
|
2015
Q3 | $302K | Sell |
9,363
-2,765
| -23% | -$89.2K | 0.05% | 152 |
|
|
2015
Q2 | $405K | Sell |
12,128
-831
| -6% | -$27.8K | 0.07% | 140 |
|
|
2015
Q1 | $399K | Buy |
12,959
+2,672
| +26% | +$82.3K | 0.06% | 151 |
|
|
2014
Q4 | $371K | Buy |
10,287
+3,667
| +55% | +$132K | 0.06% | 158 |
|
|
2014
Q3 | $240K | Buy |
+6,620
| New | +$240K | 0.04% | 170 |
|