Prelude Capital Management’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 |
-3,721
| Closed | -$216K | – | 1410 |
|
|
2024
Q3 | $216K | Buy |
+3,721
| New | +$216K | 0.01% | 923 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1675 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1606 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1350 |
|
|
2019
Q4 | – | Sell |
-1,077
| Closed | -$48K | – | 1720 |
|
|
2019
Q3 | $48K | Buy |
+1,077
| New | +$48K | ﹤0.01% | 763 |
|
|
2015
Q3 | – | Sell |
-860
| Closed | -$29K | – | 1660 |
|
|
2015
Q2 | $29K | Buy |
+860
| New | +$29K | ﹤0.01% | 1197 |
|
|
2015
Q1 | – | Sell |
-580
| Closed | -$21K | – | 2041 |
|
|
2014
Q4 | $21K | Buy |
+580
| New | +$21K | ﹤0.01% | 1640 |
|
|
2014
Q2 | – | Sell |
-700
| Closed | -$24K | – | 1928 |
|
|
2014
Q1 | $24K | Buy |
700
+100
| +17% | +$3.43K | ﹤0.01% | 1456 |
|
|
2013
Q4 | $21K | Buy |
600
+300
| +100% | +$10.5K | ﹤0.01% | 1222 |
|
|
2013
Q3 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 1172 |
|