One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,632
| Closed | -$65K | – | 414 |
|
|
2018
Q3 | $65K | Sell |
1,632
-61
| -4% | -$2.43K | 0.05% | 246 |
|
|
2018
Q2 | $68K | Sell |
1,693
-29
| -2% | -$1.17K | 0.05% | 235 |
|
|
2018
Q1 | $71K | Buy |
1,722
+42
| +3% | +$1.73K | 0.06% | 217 |
|
|
2017
Q4 | $69K | Buy |
+1,680
| New | +$69K | 0.06% | 251 |
|