Mondrian Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-400
| Closed | -$20K | – | 115 |
|
|
2020
Q2 | $20K | Hold |
400
| – | – | ﹤0.01% | 111 |
|
|
2020
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 108 |
|
|
2019
Q4 | $24K | Hold |
400
| – | – | ﹤0.01% | 119 |
|
|
2019
Q3 | $24K | Hold |
400
| – | – | ﹤0.01% | 117 |
|
|
2019
Q2 | $22K | Hold |
400
| – | – | ﹤0.01% | 116 |
|
|
2019
Q1 | $21K | Buy |
400
+3
| +0.8% | +$158 | ﹤0.01% | 121 |
|
|
2018
Q4 | $18K | Hold |
397
| – | – | ﹤0.01% | 125 |
|
|
2018
Q3 | $20K | Sell |
397
-58
| -13% | -$2.92K | ﹤0.01% | 118 |
|
|
2018
Q2 | $24K | Hold |
455
| – | – | ﹤0.01% | 116 |
|
|
2018
Q1 | $24K | Hold |
455
| – | – | ﹤0.01% | 121 |
|
|
2017
Q4 | $24K | Hold |
455
| – | – | ﹤0.01% | 131 |
|
|
2017
Q3 | $23K | Buy |
+455
| New | +$23K | ﹤0.01% | 125 |
|
|
2016
Q3 | – | Sell |
-716
| Closed | -$30K | – | 142 |
|
|
2016
Q2 | $30K | Buy |
716
+4
| +0.6% | +$168 | ﹤0.01% | 132 |
|
|
2016
Q1 | $30K | Buy |
712
+4
| +0.6% | +$169 | ﹤0.01% | 133 |
|
|
2015
Q4 | $31K | Buy |
708
+4
| +0.6% | +$175 | ﹤0.01% | 115 |
|
|
2015
Q3 | $30K | Buy |
704
+4
| +0.6% | +$170 | ﹤0.01% | 113 |
|
|
2015
Q2 | $29K | Buy |
+700
| New | +$29K | ﹤0.01% | 94 |
|