Gradient Investments’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27
| Closed | -$1.4K | – | 1748 |
|
|
2023
Q4 | $1.4K | Hold |
27
| – | – | ﹤0.01% | 1332 |
|
|
2023
Q3 | $1.32K | Hold |
27
| – | – | ﹤0.01% | 1292 |
|
|
2023
Q2 | $1.41K | Buy |
+27
| New | +$1.41K | ﹤0.01% | 1262 |
|
|
2018
Q4 | – | Sell |
-272
| Closed | -$11K | – | 1070 |
|
|
2018
Q3 | $11K | Buy |
272
+2
| +0.7% | +$81 | ﹤0.01% | 619 |
|
|
2018
Q2 | $11K | Buy |
270
+2
| +0.7% | +$81 | ﹤0.01% | 599 |
|
|
2018
Q1 | $11K | Buy |
268
+2
| +0.8% | +$82 | ﹤0.01% | 613 |
|
|
2017
Q4 | $11K | Buy |
+266
| New | +$11K | ﹤0.01% | 586 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$7K | – | 533 |
|
|
2014
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 387 |
|
|
2014
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 374 |
|