Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $384K | Buy |
+7,044
| New | +$384K | ﹤0.01% | 1779 |
|
|
2022
Q1 | – | Sell |
-7,318
| Closed | -$408K | – | 1507 |
|
|
2021
Q4 | $408K | Buy |
7,318
+2,616
| +56% | +$146K | 0.01% | 974 |
|
|
2021
Q3 | $242K | Buy |
+4,702
| New | +$242K | ﹤0.01% | 1217 |
|
|
2021
Q2 | – | Sell |
-3,997
| Closed | -$202K | – | 1344 |
|
|
2021
Q1 | $202K | Buy |
+3,997
| New | +$202K | 0.01% | 1148 |
|