Csenge Advisory Group’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,247
| Closed | -$232K | – | 746 |
|
|
2024
Q1 | $232K | Buy |
+4,247
| New | +$232K | 0.01% | 630 |
|
|
2021
Q2 | – | Sell |
-6,369
| Closed | -$327K | – | 578 |
|
|
2021
Q1 | $327K | Sell |
6,369
-259
| -4% | -$13.3K | 0.03% | 366 |
|
|
2020
Q4 | $295K | Buy |
6,628
+1,362
| +26% | +$60.6K | 0.04% | 330 |
|
|
2020
Q3 | $220K | Sell |
5,266
-466
| -8% | -$19.5K | 0.03% | 366 |
|
|
2020
Q2 | $211K | Sell |
5,732
-691
| -11% | -$25.4K | 0.03% | 346 |
|
|
2020
Q1 | $206K | Buy |
+6,423
| New | +$206K | 0.05% | 269 |
|
|
2018
Q4 | – | Sell |
-3,185
| Closed | -$116K | – | 1273 |
|
|
2018
Q3 | $116K | Buy |
+3,185
| New | +$116K | 0.05% | 217 |
|