Cribstone Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-500
| Closed | -$23K | – | 391 |
|
|
2019
Q4 | $23K | Sell |
500
-1,243
| -71% | -$57.2K | 0.02% | 192 |
|
|
2019
Q3 | $78K | Sell |
1,743
-300
| -15% | -$13.4K | 0.05% | 181 |
|
|
2019
Q2 | $84K | Hold |
2,043
| – | – | 0.05% | 188 |
|
|
2019
Q1 | $78K | Hold |
2,043
| – | – | 0.04% | 186 |
|
|
2018
Q4 | $68K | Hold |
2,043
| – | – | 0.03% | 213 |
|
|
2018
Q3 | $81K | Sell |
2,043
-550
| -21% | -$21.8K | 0.04% | 209 |
|
|
2018
Q2 | $104K | Hold |
2,593
| – | – | 0.05% | 185 |
|
|
2018
Q1 | $107K | Hold |
2,593
| – | – | 0.05% | 181 |
|
|
2017
Q4 | $107K | Hold |
2,593
| – | – | 0.05% | 200 |
|
|
2017
Q3 | $103K | Sell |
2,593
-1,878
| -42% | -$74.6K | 0.05% | 173 |
|
|
2017
Q2 | $160K | Hold |
4,471
| – | – | 0.09% | 130 |
|
|
2017
Q1 | $159K | Hold |
4,471
| – | – | 0.09% | 137 |
|
|
2016
Q4 | $178K | Hold |
4,471
| – | – | 0.11% | 117 |
|
|
2016
Q3 | $147K | Hold |
4,471
| – | – | 0.09% | 130 |
|
|
2016
Q2 | $147K | Buy |
+4,471
| New | +$147K | 0.09% | 136 |
|