Stevens First Principles Investment Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $38K | Hold |
920
| – | – | 0.02% | 99 |
|
|
2019
Q1 | $35K | Hold |
920
| – | – | 0.02% | 103 |
|
|
2018
Q4 | $31K | Sell |
920
-645
| -41% | -$21.7K | 0.02% | 103 |
|
|
2018
Q3 | $62K | Buy |
1,565
+85
| +6% | +$3.37K | 0.04% | 91 |
|
|
2018
Q2 | $59K | Hold |
1,480
| – | – | 0.04% | 90 |
|
|
2018
Q1 | $61K | Hold |
1,480
| – | – | 0.04% | 98 |
|
|
2017
Q4 | $61K | Hold |
1,480
| – | – | 0.03% | 111 |
|
|
2017
Q3 | $59K | Hold |
1,480
| – | – | 0.03% | 108 |
|
|
2017
Q2 | $53K | Hold |
1,480
| – | – | 0.03% | 107 |
|
|
2017
Q1 | $54K | Hold |
1,480
| – | – | 0.03% | 102 |
|
|
2016
Q4 | $57K | Hold |
1,480
| – | – | 0.04% | 101 |
|
|
2016
Q3 | $48K | Hold |
1,480
| – | – | 0.03% | 93 |
|
|
2016
Q2 | $49K | Buy |
1,480
+605
| +69% | +$20K | 0.04% | 90 |
|
|
2016
Q1 | $28K | Buy |
+875
| New | +$28K | 0.02% | 93 |
|