First National Trust’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
Q1 | – | Sell |
-6,591
| Closed | -$306K | – | 388 |
|
|
2022
Q4 | $306K | Hold |
6,591
| – | – | 0.02% | 306 |
|
|
2022
Q3 | $262K | Hold |
6,591
| – | – | 0.02% | 312 |
|
|
2022
Q2 | $302K | Sell |
6,591
-1,150
| -15% | -$52.7K | 0.02% | 302 |
|
|
2022
Q1 | $432K | Hold |
7,741
| – | – | 0.02% | 277 |
|
|
2021
Q4 | $431K | Hold |
7,741
| – | – | 0.02% | 290 |
|
|
2021
Q3 | $398K | Hold |
7,741
| – | – | 0.02% | 283 |
|
|
2021
Q2 | $399K | Hold |
7,741
| – | – | 0.02% | 281 |
|
|
2021
Q1 | $391K | Hold |
7,741
| – | – | 0.03% | 275 |
|
|
2020
Q4 | $344K | Hold |
7,741
| – | – | 0.02% | 268 |
|
|
2020
Q3 | $315K | Hold |
7,741
| – | – | 0.02% | 243 |
|
|
2020
Q2 | $284K | Hold |
7,741
| – | – | 0.02% | 253 |
|
|
2020
Q1 | $248K | Hold |
7,741
| – | – | 0.02% | 253 |
|
|
2019
Q4 | $353K | Hold |
7,741
| – | – | 0.03% | 244 |
|
|
2019
Q3 | $347K | Hold |
7,741
| – | – | 0.03% | 243 |
|
|
2019
Q2 | $320K | Hold |
7,741
| – | – | 0.03% | 261 |
|
|
2019
Q1 | $297K | Hold |
7,741
| – | – | 0.03% | 262 |
|
|
2018
Q4 | $257K | Hold |
7,741
| – | – | 0.03% | 271 |
|
|
2018
Q3 | $308K | Hold |
7,741
| – | – | 0.03% | 271 |
|
|
2018
Q2 | $311K | Hold |
7,741
| – | – | 0.03% | 273 |
|
|
2018
Q1 | $318K | Hold |
7,741
| – | – | 0.04% | 273 |
|
|
2017
Q4 | $319K | Hold |
7,741
| – | – | 0.04% | 278 |
|
|
2017
Q3 | $308K | Buy |
+7,741
| New | +$308K | 0.04% | 283 |
|