Financial Engines Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,380
| Closed | -$590K | – | 227 |
|
|
2020
Q1 | $590K | Sell |
18,380
-4,233
| -19% | -$136K | ﹤0.01% | 110 |
|
|
2019
Q4 | $1.03M | Sell |
22,613
-3,414
| -13% | -$156K | 0.01% | 94 |
|
|
2019
Q3 | $1.17M | Buy |
26,027
+5,136
| +25% | +$230K | 0.01% | 84 |
|
|
2019
Q2 | $864K | Sell |
20,891
-2,002
| -9% | -$82.8K | 0.01% | 82 |
|
|
2019
Q1 | $879K | Buy |
22,893
+435
| +2% | +$16.7K | ﹤0.01% | 81 |
|
|
2018
Q4 | $745K | Sell |
22,458
-1,932
| -8% | -$64.1K | 0.01% | 82 |
|
|
2018
Q3 | $970K | Sell |
24,390
-3,932
| -14% | -$156K | 0.02% | 44 |
|
|
2018
Q2 | $1.14M | Buy |
28,322
+11,660
| +70% | +$468K | 0.03% | 41 |
|
|
2018
Q1 | $685K | Sell |
16,662
-1,318
| -7% | -$54.2K | 0.02% | 45 |
|
|
2017
Q4 | $742K | Sell |
17,980
-2,370
| -12% | -$97.8K | 0.02% | 44 |
|
|
2017
Q3 | $810K | Buy |
20,350
+6,174
| +44% | +$246K | 0.03% | 42 |
|
|
2017
Q2 | $507K | Sell |
14,176
-784
| -5% | -$28K | 0.02% | 43 |
|
|
2017
Q1 | $547K | Sell |
14,960
-318
| -2% | -$11.6K | 0.03% | 43 |
|
|
2016
Q4 | $587K | Sell |
15,278
-4,509
| -23% | -$173K | 0.03% | 44 |
|
|
2016
Q3 | $644K | Sell |
19,787
-5,498
| -22% | -$179K | 0.51% | 31 |
|
|
2016
Q2 | $830K | Buy |
25,285
+14,015
| +124% | +$460K | 0.7% | 27 |
|
|
2016
Q1 | $364K | Sell |
11,270
-343
| -3% | -$11.1K | 0.3% | 37 |
|
|
2015
Q4 | $362K | Sell |
11,613
-438
| -4% | -$13.7K | 0.29% | 39 |
|
|
2015
Q3 | $389K | Sell |
12,051
-4,397
| -27% | -$142K | 0.27% | 38 |
|
|
2015
Q2 | $549K | Buy |
16,448
+7,376
| +81% | +$246K | 0.33% | 39 |
|
|
2015
Q1 | $327K | Sell |
9,072
-1,652
| -15% | -$59.5K | 0.28% | 38 |
|
|
2014
Q4 | $387K | Sell |
10,724
-1,421
| -12% | -$51.3K | 0.33% | 39 |
|
|
2014
Q3 | $440K | Sell |
12,145
-5,356
| -31% | -$194K | 0.34% | 37 |
|
|
2014
Q2 | $642K | Buy |
17,501
+5,200
| +42% | +$191K | 0.55% | 34 |
|
|
2014
Q1 | $426K | Buy |
12,301
+338
| +3% | +$11.7K | 0.35% | 38 |
|
|
2013
Q4 | $423K | Sell |
11,963
-2,930
| -20% | -$104K | 0.35% | 39 |
|
|
2013
Q3 | $476K | Buy |
14,893
+5,024
| +51% | +$161K | 0.4% | 35 |
|
|
2013
Q2 | $292K | Buy |
+9,869
| New | +$292K | 0.25% | 38 |
|