Independent Portfolio Consultants’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-33
| Closed | -$1K | – | 1086 |
|
|
2015
Q1 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 962 |
|
|
2014
Q1 | – | Sell |
-17,170
| Closed | -$607K | – | 476 |
|
|
2013
Q4 | $607K | Sell |
17,170
-1,110
| -6% | -$39.2K | 0.21% | 157 |
|
|
2013
Q3 | $584K | Buy |
18,280
+2,000
| +12% | +$63.9K | 0.23% | 158 |
|
|
2013
Q2 | $482K | Buy |
+16,280
| New | +$482K | 0.22% | 194 |
|