FDx Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,510
| Closed | -$430K | – | 856 |
|
|
2021
Q1 | $430K | Buy |
8,510
+1,870
| +28% | +$94.5K | 0.02% | 508 |
|
|
2020
Q4 | $295K | Buy |
6,640
+110
| +2% | +$4.89K | 0.01% | 579 |
|
|
2020
Q3 | $266K | Buy |
6,530
+286
| +5% | +$11.7K | 0.01% | 518 |
|
|
2020
Q2 | $229K | Buy |
+6,244
| New | +$229K | 0.01% | 514 |
|
|
2018
Q2 | – | Sell |
-10,250
| Closed | -$421K | – | 1067 |
|
|
2018
Q1 | $421K | Sell |
10,250
-2,381
| -19% | -$97.8K | 0.01% | 844 |
|
|
2017
Q4 | $521K | Buy |
12,631
+169
| +1% | +$6.97K | 0.01% | 791 |
|
|
2017
Q3 | $496K | Sell |
12,462
-4,908
| -28% | -$195K | 0.01% | 811 |
|
|
2017
Q2 | $621K | Sell |
17,370
-784
| -4% | -$28K | 0.02% | 697 |
|
|
2017
Q1 | $664K | Sell |
18,154
-7,606
| -30% | -$278K | 0.02% | 675 |
|
|
2016
Q4 | $989K | Sell |
25,760
-1,041
| -4% | -$40K | 0.03% | 533 |
|
|
2016
Q3 | $872K | Sell |
26,801
-3,187
| -11% | -$104K | 0.04% | 429 |
|
|
2016
Q2 | $985K | Buy |
29,988
+773
| +3% | +$25.4K | 0.04% | 368 |
|
|
2016
Q1 | $943K | Buy |
29,215
+1,438
| +5% | +$46.4K | 0.04% | 382 |
|
|
2015
Q4 | $867K | Buy |
+27,777
| New | +$867K | 0.04% | 391 |
|
|
2015
Q2 | – | Sell |
-29,700
| Closed | -$915K | – | 1028 |
|
|
2015
Q1 | $915K | Buy |
+29,700
| New | +$915K | 0.02% | 640 |
|