Berman Capital Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 2218 |
|
|
2021
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 2033 |
|
|
2021
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 1898 |
|
|
2020
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1821 |
|
|
2020
Q3 | $0 | Sell |
13
-106
| -89% | – | ﹤0.01% | 1757 |
|
|
2020
Q2 | $4K | Sell |
119
-57
| -32% | -$1.92K | ﹤0.01% | 1082 |
|
|
2020
Q1 | $5K | Sell |
176
-165
| -48% | -$4.69K | ﹤0.01% | 903 |
|
|
2019
Q4 | $15K | Buy |
341
+2
| +0.6% | +$88 | ﹤0.01% | 621 |
|
|
2019
Q3 | $15K | Buy |
339
+1
| +0.3% | +$44 | ﹤0.01% | 599 |
|
|
2019
Q2 | $13K | Hold |
338
| – | – | ﹤0.01% | 650 |
|
|
2019
Q1 | $12K | Buy |
338
+313
| +1,252% | +$11.1K | ﹤0.01% | 604 |
|
|
2018
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 1258 |
|