Meridian Wealth Partners’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
Q2 | – | Sell |
-667
| Closed | -$34K | – | 1061 |
|
|
2021
Q1 | $34K | Buy |
667
+91
| +16% | +$4.64K | 0.01% | 198 |
|
|
2020
Q4 | $26K | Hold |
576
| – | – | 0.01% | 190 |
|
|
2020
Q3 | $23K | Hold |
576
| – | – | 0.01% | 194 |
|
|
2020
Q2 | $21K | Buy |
+576
| New | +$21K | 0.01% | 192 |
|
|
2020
Q1 | – | Sell |
-576
| Closed | -$26K | – | 212 |
|
|
2019
Q4 | $26K | Buy |
+576
| New | +$26K | 0.02% | 179 |
|