IA
Icon Advisers’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-64,300
| Closed | -$2.58M | – | 323 |
|
|
2018
Q2 | $2.58M | Buy |
64,300
+7,500
| +13% | +$301K | 0.2% | 115 |
|
|
2018
Q1 | $2.34M | Hold |
56,800
| – | – | 0.18% | 127 |
|
|
2017
Q4 | $2.34M | Buy |
56,800
+6,400
| +13% | +$264K | 0.16% | 136 |
|
|
2017
Q3 | $2.01M | Buy |
+50,400
| New | +$2.01M | 0.14% | 188 |
|
|
2017
Q1 | – | Sell |
-32,800
| Closed | -$1.26M | – | 426 |
|
|
2016
Q4 | $1.26M | Sell |
32,800
-1,200
| -4% | -$46.1K | 0.09% | 259 |
|
|
2016
Q3 | $1.11M | Sell |
34,000
-32,100
| -49% | -$1.04M | 0.07% | 288 |
|
|
2016
Q2 | $2.17M | Buy |
66,100
+5,800
| +10% | +$190K | 0.15% | 182 |
|
|
2016
Q1 | $1.95M | Sell |
60,300
-127,700
| -68% | -$4.12M | 0.14% | 180 |
|
|
2015
Q4 | $5.87M | Sell |
188,000
-2,200
| -1% | -$68.6K | 0.4% | 88 |
|
|
2015
Q3 | $6.14M | Hold |
190,200
| – | – | 0.42% | 92 |
|
|
2015
Q2 | $6.35M | Buy |
+190,200
| New | +$6.35M | 0.4% | 84 |
|