Householder Group Estate & Retirement Specialist’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-190
| Closed | -$9K | – | 1309 |
|
|
2024
Q2 | $9K | Buy |
190
+1
| +0.5% | +$47 | ﹤0.01% | 837 |
|
|
2024
Q1 | $10.3K | Buy |
189
+2
| +1% | +$109 | ﹤0.01% | 806 |
|
|
2023
Q4 | $9K | Buy |
187
+2
| +1% | +$96 | ﹤0.01% | 797 |
|
|
2023
Q3 | $9.06K | Buy |
+185
| New | +$9.06K | ﹤0.01% | 813 |
|
|
2023
Q1 | $9K | Buy |
+182
| New | +$9K | ﹤0.01% | 841 |
|
|
2022
Q4 | – | Sell |
-178
| Closed | -$7K | – | 996 |
|
|
2022
Q3 | $7K | Buy |
+178
| New | +$7K | ﹤0.01% | 818 |
|