Blume Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-600
| Closed | -$19K | – | 251 |
|
|
2015
Q3 | $19K | Hold |
600
| – | – | 0.02% | 149 |
|
|
2015
Q2 | $20K | Hold |
600
| – | – | 0.02% | 159 |
|
|
2015
Q1 | $18K | Hold |
600
| – | – | 0.01% | 190 |
|
|
2014
Q4 | $22K | Hold |
600
| – | – | 0.02% | 196 |
|
|
2014
Q3 | $22K | Hold |
600
| – | – | 0.02% | 133 |
|
|
2014
Q2 | $22K | Sell |
600
-500
| -45% | -$18.3K | 0.02% | 140 |
|
|
2014
Q1 | $38K | Hold |
1,100
| – | – | 0.03% | 124 |
|
|
2013
Q4 | $39K | Buy |
+1,100
| New | +$39K | 0.03% | 138 |
|