Financial Architects (New Jersey)’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-150
| Closed | -$6K | – | 1408 |
|
2018
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 1069 |
|
2017
Q4 | $6K | Sell |
150
-100
| -40% | -$4K | ﹤0.01% | 1133 |
|
2017
Q3 | $10K | Sell |
250
-200
| -44% | -$8K | ﹤0.01% | 1032 |
|
2017
Q2 | $16K | Sell |
450
-100
| -18% | -$3.56K | ﹤0.01% | 918 |
|
2017
Q1 | $20K | Hold |
550
| – | – | ﹤0.01% | 845 |
|
2016
Q4 | $21K | Buy |
+550
| New | +$21K | ﹤0.01% | 816 |
|