Chevy Chase Trust’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,507
| Closed | -$69K | – | 960 |
|
|
2019
Q4 | $69K | Buy |
+1,507
| New | +$69K | ﹤0.01% | 770 |
|
|
2018
Q4 | – | Sell |
-1,640
| Closed | -$65K | – | 745 |
|
|
2018
Q3 | $65K | Hold |
1,640
| – | – | ﹤0.01% | 655 |
|
|
2018
Q2 | $66K | Hold |
1,640
| – | – | ﹤0.01% | 665 |
|
|
2018
Q1 | $67K | Hold |
1,640
| – | – | ﹤0.01% | 653 |
|
|
2017
Q4 | $63K | Hold |
1,640
| – | – | ﹤0.01% | 666 |
|
|
2017
Q3 | $65K | Buy |
+1,640
| New | +$65K | ﹤0.01% | 661 |
|