PhiloSmith Capital’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 |
-300
| Closed | -$13.7K | – | 28 |
|
2022
Q2 | $13.7K | Hold |
300
| – | – | 0.01% | 24 |
|
2022
Q1 | $16.7K | Hold |
300
| – | – | 0.01% | 26 |
|
2021
Q4 | $16.7K | Hold |
300
| – | – | 0.01% | 26 |
|
2021
Q3 | $15.4K | Hold |
300
| – | – | 0.01% | 26 |
|
2021
Q2 | $15K | Buy |
+300
| New | +$15K | 0.01% | 26 |
|
2021
Q1 | – | Sell |
-300
| Closed | -$13K | – | 32 |
|
2020
Q4 | $13K | Hold |
300
| – | – | 0.01% | 28 |
|
2020
Q3 | $12K | Hold |
300
| – | – | 0.01% | 29 |
|
2020
Q2 | $11K | Hold |
300
| – | – | 0.01% | 30 |
|
2020
Q1 | $10K | Hold |
300
| – | – | 0.01% | 29 |
|
2019
Q4 | $14K | Hold |
300
| – | – | 0.01% | 33 |
|
2019
Q3 | $13K | Buy |
+300
| New | +$13K | 0.01% | 31 |
|
2018
Q1 | – | Sell |
-70
| Closed | -$3K | – | 38 |
|
2017
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 40 |
|
2017
Q3 | $3K | Sell |
70
-230
| -77% | -$9.86K | ﹤0.01% | 36 |
|
2017
Q2 | $11K | Hold |
300
| – | – | 0.01% | 32 |
|
2017
Q1 | $11K | Hold |
300
| – | – | 0.01% | 34 |
|
2016
Q4 | $12K | Buy |
+300
| New | +$12K | 0.01% | 34 |
|