Cornerstone Advisors (Washington)’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
Q3 | $92K | Sell |
2,260
-15
| -0.7% | -$611 | 0.01% | 180 |
|
|
2020
Q2 | $84K | Buy |
2,275
+315
| +16% | +$11.6K | 0.01% | 185 |
|
|
2020
Q1 | $63K | Sell |
1,960
-5
| -0.3% | -$161 | 0.01% | 190 |
|
|
2019
Q4 | $90K | Buy |
1,965
+16
| +0.8% | +$733 | 0.01% | 166 |
|
|
2019
Q3 | $87K | Buy |
1,949
+89
| +5% | +$3.97K | 0.01% | 159 |
|
|
2019
Q2 | $77K | Buy |
1,860
+213
| +13% | +$8.82K | 0.01% | 300 |
|
|
2019
Q1 | $63K | Buy |
1,647
+476
| +41% | +$18.2K | 0.01% | 305 |
|
|
2018
Q4 | $39K | Buy |
1,171
+56
| +5% | +$1.87K | 0.01% | 350 |
|
|
2018
Q3 | $44K | Buy |
1,115
+98
| +10% | +$3.87K | 0.03% | 344 |
|
|
2018
Q2 | $41K | Hold |
1,017
| – | – | 0.03% | 349 |
|
|
2018
Q1 | $42K | Buy |
1,017
+829
| +441% | +$34.2K | 0.03% | 324 |
|
|
2017
Q4 | $8K | Hold |
188
| – | – | 0.01% | 619 |
|
|
2017
Q3 | $7K | Hold |
188
| – | – | ﹤0.01% | 644 |
|
|
2017
Q2 | $7K | Buy |
+188
| New | +$7K | ﹤0.01% | 643 |
|
|
2016
Q1 | – | Sell |
-65
| Closed | -$2K | – | 932 |
|
|
2015
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 753 |
|
|
2015
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 749 |
|
|
2015
Q2 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 624 |
|
|
2015
Q1 | – | Sell |
-57
| Closed | -$2K | – | 807 |
|
|
2014
Q4 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 622 |
|