IMA Advisory Services’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,540
| Closed | -$261K | – | 128 |
|
|
2015
Q4 | $261K | Sell |
8,540
-470
| -5% | -$14.4K | 0.16% | 97 |
|
|
2015
Q3 | $285K | Sell |
9,010
-1,710
| -16% | -$54.1K | 0.18% | 96 |
|
|
2015
Q2 | $358K | Sell |
10,720
-510
| -5% | -$17K | 0.17% | 103 |
|
|
2015
Q1 | $346K | Hold |
11,230
| – | – | 0.17% | 111 |
|
|
2014
Q4 | $405K | Hold |
11,230
| – | – | 0.21% | 99 |
|
|
2014
Q3 | $407K | Buy |
11,230
+2,200
| +24% | +$79.7K | 0.19% | 119 |
|
|
2014
Q2 | $331K | Sell |
9,030
-3,450
| -28% | -$126K | 0.15% | 135 |
|
|
2014
Q1 | $432K | Buy |
12,480
+680
| +6% | +$23.5K | 0.2% | 108 |
|
|
2013
Q4 | $417K | Buy |
11,800
+4,490
| +61% | +$159K | 0.2% | 108 |
|
|
2013
Q3 | $234K | Buy |
+7,310
| New | +$234K | 0.11% | 143 |
|