Mosaic Family Wealth’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-861
| Closed | -$33K | – | 536 |
|
|
2019
Q1 | $33K | Hold |
861
| – | – | 0.01% | 365 |
|
|
2018
Q4 | $29K | Hold |
861
| – | – | 0.01% | 375 |
|
|
2018
Q3 | $32K | Hold |
861
| – | – | 0.01% | 372 |
|
|
2018
Q2 | $35K | Hold |
861
| – | – | 0.01% | 358 |
|
|
2018
Q1 | $35K | Hold |
861
| – | – | 0.01% | 358 |
|
|
2017
Q4 | $36K | Sell |
861
-24
| -3% | -$1K | 0.01% | 371 |
|
|
2017
Q3 | $35K | Hold |
885
| – | – | 0.01% | 381 |
|
|
2017
Q2 | $32K | Hold |
885
| – | – | 0.01% | 366 |
|
|
2017
Q1 | $32K | Hold |
885
| – | – | 0.01% | 378 |
|
|
2016
Q4 | $34K | Hold |
885
| – | – | 0.02% | 367 |
|
|
2016
Q3 | $29K | Hold |
885
| – | – | 0.01% | 399 |
|
|
2016
Q2 | $30K | Hold |
885
| – | – | 0.01% | 395 |
|
|
2016
Q1 | $28K | Hold |
885
| – | – | 0.01% | 395 |
|
|
2015
Q4 | $27K | Buy |
+885
| New | +$27K | 0.01% | 404 |
|