Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-256
| Closed | -$14K | – | 999 |
|
|
2021
Q4 | $14K | Hold |
256
| – | – | ﹤0.01% | 630 |
|
|
2021
Q3 | $13K | Hold |
256
| – | – | ﹤0.01% | 648 |
|
|
2021
Q2 | $13K | Hold |
256
| – | – | ﹤0.01% | 645 |
|
|
2021
Q1 | $13K | Sell |
256
-17
| -6% | -$863 | ﹤0.01% | 615 |
|
|
2020
Q4 | $12K | Sell |
273
-1,005
| -79% | -$44.2K | ﹤0.01% | 609 |
|
|
2020
Q3 | $52K | Hold |
1,278
| – | – | 0.02% | 313 |
|
|
2020
Q2 | $47K | Hold |
1,278
| – | – | 0.02% | 300 |
|
|
2020
Q1 | $41K | Hold |
1,278
| – | – | 0.02% | 283 |
|
|
2019
Q4 | $58K | Hold |
1,278
| – | – | 0.02% | 299 |
|
|
2019
Q3 | $57K | Hold |
1,278
| – | – | 0.02% | 327 |
|
|
2019
Q2 | $53K | Hold |
1,278
| – | – | 0.02% | 331 |
|
|
2019
Q1 | $49K | Hold |
1,278
| – | – | 0.02% | 335 |
|
|
2018
Q4 | $42K | Hold |
1,278
| – | – | 0.01% | 320 |
|
|
2018
Q3 | $51K | Hold |
1,278
| – | – | 0.02% | 285 |
|
|
2018
Q2 | $51K | Sell |
1,278
-133
| -9% | -$5.31K | 0.03% | 318 |
|
|
2018
Q1 | $58K | Sell |
1,411
-204
| -13% | -$8.39K | 0.03% | 318 |
|
|
2017
Q4 | $67K | Buy |
1,615
+187
| +13% | +$7.76K | 0.04% | 292 |
|
|
2017
Q3 | $57K | Buy |
1,428
+1,172
| +458% | +$46.8K | 0.03% | 281 |
|
|
2017
Q2 | $9K | Hold |
256
| – | – | 0.01% | 577 |
|
|
2017
Q1 | $9K | Buy |
+256
| New | +$9K | 0.01% | 594 |
|