Capital Analysts LLC’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-262
| Closed | -$14K | – | 1198 |
|
|
2023
Q2 | $14K | Hold |
262
| – | – | ﹤0.01% | 783 |
|
|
2023
Q1 | $12K | Hold |
262
| – | – | ﹤0.01% | 790 |
|
|
2022
Q4 | $12K | Hold |
262
| – | – | ﹤0.01% | 833 |
|
|
2022
Q3 | $10K | Hold |
262
| – | – | ﹤0.01% | 803 |
|
|
2022
Q2 | $12K | Hold |
262
| – | – | ﹤0.01% | 776 |
|
|
2022
Q1 | $15K | Buy |
+262
| New | +$15K | ﹤0.01% | 706 |
|