Edgestream Partners’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24,740
| Closed | -$1.16M | – | 897 |
|
|
2023
Q1 | $1.16M | Buy |
24,740
+13,850
| +127% | +$647K | 0.13% | 266 |
|
|
2022
Q4 | $506K | Buy |
+10,890
| New | +$506K | 0.06% | 364 |
|
|
2022
Q3 | – | Sell |
-23,436
| Closed | -$1.07M | – | 597 |
|
|
2022
Q2 | $1.07M | Buy |
23,436
+17,241
| +278% | +$790K | 0.08% | 307 |
|
|
2022
Q1 | $346K | Sell |
6,195
-581
| -9% | -$32.5K | 0.03% | 467 |
|
|
2021
Q4 | $377K | Buy |
+6,776
| New | +$377K | 0.02% | 417 |
|