NWAM LLC’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-27,282
| Closed | -$1M | – | 309 |
|
|
2014
Q2 | $1M | Sell |
27,282
-1,555
| -5% | -$57.1K | 0.31% | 86 |
|
|
2014
Q1 | $999K | Buy |
28,837
+3,698
| +15% | +$128K | 0.34% | 76 |
|
|
2013
Q4 | $943K | Sell |
25,139
-5,079
| -17% | -$191K | 0.5% | 62 |
|
|
2013
Q3 | $994K | Sell |
30,218
-1,697
| -5% | -$55.8K | 0.48% | 63 |
|
|
2013
Q2 | $994K | Buy |
+31,915
| New | +$994K | 0.5% | 61 |
|