Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-17,700
| Closed | -$581K | – | 131 |
|
|
2016
Q2 | $581K | Sell |
17,700
-4,500
| -20% | -$148K | 0.34% | 82 |
|
|
2016
Q1 | $716K | Sell |
22,200
-100
| -0.4% | -$3.23K | 0.41% | 77 |
|
|
2015
Q4 | $696K | Hold |
22,300
| – | – | 0.46% | 72 |
|
|
2015
Q3 | $719K | Hold |
22,300
| – | – | 0.5% | 69 |
|
|
2015
Q2 | $745K | Sell |
22,300
-1,750
| -7% | -$58.5K | 0.48% | 71 |
|
|
2015
Q1 | $883K | Hold |
24,050
| – | – | 0.57% | 60 |
|
|
2014
Q4 | $867K | Hold |
24,050
| – | – | 0.57% | 65 |
|
|
2014
Q3 | $872K | Hold |
24,050
| – | – | 0.57% | 63 |
|
|
2014
Q2 | $883K | Sell |
24,050
-500
| -2% | -$18.4K | 0.56% | 60 |
|
|
2014
Q1 | $850K | Hold |
24,550
| – | – | 0.57% | 59 |
|
|
2013
Q4 | $867K | Sell |
24,550
-2,000
| -8% | -$70.6K | 0.59% | 58 |
|
|
2013
Q3 | $849K | Sell |
26,550
-3,000
| -10% | -$95.9K | 0.7% | 52 |
|
|
2013
Q2 | $879K | Buy |
+29,550
| New | +$879K | 0.79% | 39 |
|