DC Investments 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
Q3 | – | Sell |
-8,306
| Closed | -$305K | – | 256 |
|
|
2020
Q2 | $305K | Sell |
8,306
-3,027
| -27% | -$111K | 0.11% | 201 |
|
|
2020
Q1 | $364K | Buy |
11,333
+4,480
| +65% | +$144K | 0.3% | 139 |
|
|
2019
Q4 | $312K | Sell |
6,853
-267
| -4% | -$12.2K | 0.24% | 193 |
|
|
2019
Q3 | $319K | Sell |
7,120
-748
| -10% | -$33.5K | 0.19% | 244 |
|
|
2019
Q2 | $325K | Buy |
7,868
+2,514
| +47% | +$104K | 0.18% | 224 |
|
|
2019
Q1 | $206K | Buy |
+5,354
| New | +$206K | 0.13% | 239 |
|
|
2018
Q4 | – | Sell |
-9,115
| Closed | -$362K | – | 299 |
|
|
2018
Q3 | $362K | Buy |
9,115
+191
| +2% | +$7.59K | 0.24% | 242 |
|
|
2018
Q2 | $358K | Sell |
8,924
-233
| -3% | -$9.35K | 0.23% | 266 |
|
|
2018
Q1 | $377K | Hold |
9,157
| – | – | 0.25% | 135 |
|
|
2017
Q4 | $378K | Buy |
+9,157
| New | +$378K | 0.16% | 177 |
|