Stevens First Principles Investment Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $35K | Hold |
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|
2018
Q4 | $31K | Sell |
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|
2018
Q3 | $62K | Buy |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $61K | Hold |
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|
2017
Q4 | $61K | Hold |
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|
2017
Q3 | $59K | Hold |
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|
2017
Q2 | $53K | Hold |
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|
2017
Q1 | $54K | Hold |
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|
2016
Q4 | $57K | Hold |
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|
2016
Q3 | $48K | Hold |
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|
2016
Q2 | $49K | Buy |
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|
2016
Q1 | $28K | Buy |
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