COWA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$40K | – | 289 |
|
|
2022
Q3 | $40K | Buy |
+1,000
| New | +$40K | 0.03% | 199 |
|
|
2021
Q2 | – | Sell |
-1,058
| Closed | -$54K | – | 290 |
|
|
2021
Q1 | $54K | Hold |
1,058
| – | – | 0.03% | 194 |
|
|
2020
Q4 | $50K | Buy |
+1,058
| New | +$50K | 0.04% | 195 |
|