Pinnacle Wealth Planning Services’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,143
| Closed | -$298K | – | 538 |
|
|
2024
Q3 | $298K | Hold |
5,143
| – | – | 0.04% | 308 |
|
|
2024
Q2 | $252K | Hold |
5,143
| – | – | 0.04% | 341 |
|
|
2024
Q1 | $281K | Hold |
5,143
| – | – | 0.04% | 318 |
|
|
2023
Q4 | $267K | Buy |
5,143
+46
| +0.9% | +$2.39K | 0.04% | 305 |
|
|
2023
Q3 | $249K | Hold |
5,097
| – | – | 0.04% | 300 |
|
|
2023
Q2 | $266K | Sell |
5,097
-1
| -0% | -$52 | 0.04% | 290 |
|
|
2023
Q1 | $238K | Hold |
5,098
| – | – | 0.04% | 324 |
|
|
2022
Q4 | $237K | Buy |
+5,098
| New | +$237K | 0.04% | 315 |
|
|
2021
Q1 | – | Sell |
-2,443
| Closed | -$109K | – | 1677 |
|
|
2020
Q4 | $109K | Buy |
+2,443
| New | +$109K | 0.03% | 435 |
|