Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-62,408
| Closed | -$2.04M | – | 855 |
|
|
2016
Q3 | $2.04M | Buy |
62,408
+12,088
| +24% | +$395K | 0.25% | 96 |
|
|
2016
Q2 | $1.65M | Buy |
50,320
+7,729
| +18% | +$254K | 0.22% | 115 |
|
|
2016
Q1 | $1.38M | Buy |
42,591
+8,255
| +24% | +$267K | 0.18% | 142 |
|
|
2015
Q4 | $1.07M | Sell |
34,336
-1,195
| -3% | -$37.4K | 0.14% | 175 |
|
|
2015
Q3 | $1.15M | Buy |
35,531
+2,308
| +7% | +$74.6K | 0.16% | 165 |
|
|
2015
Q2 | $1.11M | Buy |
33,223
+604
| +2% | +$20.2K | 0.14% | 181 |
|
|
2015
Q1 | $863K | Buy |
32,619
+1,120
| +4% | +$29.6K | 0.25% | 108 |
|
|
2014
Q4 | $1.14M | Buy |
+31,499
| New | +$1.14M | 0.17% | 148 |
|