Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-402
| Closed | -$22K | – | 385 |
|
|
2021
Q4 | $22K | Hold |
402
| – | – | ﹤0.01% | 256 |
|
|
2021
Q3 | $20.7K | Hold |
402
| – | – | ﹤0.01% | 261 |
|
|
2021
Q2 | $20.7K | Hold |
402
| – | – | ﹤0.01% | 262 |
|
|
2021
Q1 | $20.3K | Sell |
402
-638
| -61% | -$32.3K | ﹤0.01% | 253 |
|
|
2020
Q4 | $46.2K | Hold |
1,040
| – | – | 0.01% | 166 |
|
|
2020
Q3 | $42.4K | Hold |
1,040
| – | – | 0.01% | 172 |
|
|
2020
Q2 | $38.2K | Hold |
1,040
| – | – | 0.01% | 172 |
|
|
2020
Q1 | $33.4K | Hold |
1,040
| – | – | 0.02% | 120 |
|
|
2019
Q4 | $47.4K | Hold |
1,040
| – | – | 0.02% | 118 |
|
|
2019
Q3 | $46.6K | Hold |
1,040
| – | – | 0.02% | 111 |
|
|
2019
Q2 | $43K | Hold |
1,040
| – | – | 0.02% | 118 |
|
|
2019
Q1 | $39.9K | Hold |
1,040
| – | – | 0.02% | 118 |
|
|
2018
Q4 | $34.5K | Hold |
1,040
| – | – | 0.02% | 116 |
|
|
2018
Q3 | $41.4K | Hold |
1,040
| – | – | 0.02% | 117 |
|
|
2018
Q2 | $41.7K | Hold |
1,040
| – | – | 0.02% | 114 |
|
|
2018
Q1 | $42.8K | Hold |
1,040
| – | – | 0.03% | 114 |
|
|
2017
Q4 | $42.9K | Hold |
1,040
| – | – | 0.03% | 110 |
|
|
2017
Q3 | $41.4K | Buy |
+1,040
| New | +$41.4K | 0.03% | 104 |
|