Lenox Wealth Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-68
| Closed | -$3K | – | 749 |
|
|
2020
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 563 |
|
|
2020
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 489 |
|
|
2020
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 531 |
|
|
2020
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 617 |
|
|
2019
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 562 |
|
|
2019
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 467 |
|
|
2019
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 350 |
|
|
2019
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 482 |
|
|
2018
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 341 |
|
|
2018
Q3 | $3K | Sell |
68
-709
| -91% | -$31.3K | ﹤0.01% | 342 |
|
|
2018
Q2 | $31K | Sell |
777
-2,053
| -73% | -$81.9K | 0.01% | 188 |
|
|
2018
Q1 | $116K | Buy |
2,830
+2,435
| +616% | +$99.8K | 0.03% | 94 |
|
|
2017
Q4 | $16K | Buy |
+395
| New | +$16K | ﹤0.01% | 145 |
|