QS Investors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-6,420
| Closed | -$324K | – | 1219 |
|
2021
Q1 | $324K | Hold |
6,420
| – | – | ﹤0.01% | 959 |
|
2020
Q4 | $285K | Buy |
+6,420
| New | +$285K | ﹤0.01% | 1012 |
|
2020
Q3 | – | Sell |
-1,120
| Closed | -$41K | – | 1489 |
|
2020
Q2 | $41K | Buy |
1,120
+340
| +44% | +$12.4K | ﹤0.01% | 1470 |
|
2020
Q1 | $25K | Hold |
780
| – | – | ﹤0.01% | 1466 |
|
2019
Q4 | $36K | Hold |
780
| – | – | ﹤0.01% | 1482 |
|
2019
Q3 | $35K | Buy |
780
+100
| +15% | +$4.49K | ﹤0.01% | 1499 |
|
2019
Q2 | $28K | Buy |
680
+300
| +79% | +$12.4K | ﹤0.01% | 1516 |
|
2019
Q1 | $15K | Sell |
380
-5,396
| -93% | -$213K | ﹤0.01% | 1527 |
|
2018
Q4 | $192K | Buy |
5,776
+5,200
| +903% | +$173K | ﹤0.01% | 1138 |
|
2018
Q3 | $23K | Sell |
576
-4,200
| -88% | -$168K | ﹤0.01% | 1506 |
|
2018
Q2 | $192K | Hold |
4,776
| – | – | ﹤0.01% | 1226 |
|
2018
Q1 | $196K | Hold |
4,776
| – | – | ﹤0.01% | 1182 |
|
2017
Q4 | $197K | Buy |
4,776
+700
| +17% | +$28.9K | ﹤0.01% | 1214 |
|
2017
Q3 | $162K | Buy |
4,076
+98
| +2% | +$3.9K | ﹤0.01% | 1308 |
|
2017
Q2 | $142K | Sell |
3,978
-32,600
| -89% | -$1.16M | ﹤0.01% | 1325 |
|
2017
Q1 | $1.34M | Sell |
36,578
-124,200
| -77% | -$4.54M | 0.01% | 713 |
|
2016
Q4 | $6.18M | Sell |
160,778
-500
| -0.3% | -$19.2K | 0.05% | 277 |
|
2016
Q3 | $5.25M | Buy |
161,278
+500
| +0.3% | +$16.3K | 0.04% | 355 |
|
2016
Q2 | $5.28M | Buy |
160,778
+25,180
| +19% | +$827K | 0.05% | 371 |
|
2016
Q1 | $4.38M | Buy |
135,598
+37,700
| +39% | +$1.22M | 0.04% | 433 |
|
2015
Q4 | $3.05M | Buy |
97,898
+98
| +0.1% | +$3.06K | 0.03% | 546 |
|
2015
Q3 | $3.16M | Hold |
97,800
| – | – | 0.03% | 503 |
|
2015
Q2 | $3.27M | Buy |
97,800
+500
| +0.5% | +$16.7K | 0.04% | 501 |
|
2015
Q1 | $3.8M | Hold |
97,300
| – | – | 0.04% | 453 |
|
2014
Q4 | $4.08M | Buy |
+97,300
| New | +$4.08M | 0.05% | 410 |
|