Patriot Financial Group Insurance Agency’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-65
| Closed | -$3K | – | 1712 |
|
|
2022
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 1681 |
|
|
2022
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 1717 |
|
|
2021
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 1807 |
|
|
2021
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 1875 |
|
|
2021
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 1811 |
|
|
2021
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 1715 |
|
|
2020
Q4 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 1584 |
|