Stratos Wealth Partners’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-469
| Closed | -$19K | – | 2230 |
|
|
2018
Q3 | $19K | Buy |
+469
| New | +$19K | ﹤0.01% | 1909 |
|
|
2018
Q2 | – | Sell |
-469
| Closed | -$19K | – | 2315 |
|
|
2018
Q1 | $19K | Hold |
469
| – | – | ﹤0.01% | 2038 |
|
|
2017
Q4 | $19K | Buy |
+469
| New | +$19K | ﹤0.01% | 1933 |
|
|
2016
Q4 | – | Sell |
-9,516
| Closed | -$310K | – | 773 |
|
|
2016
Q3 | $310K | Buy |
+9,516
| New | +$310K | 0.02% | 474 |
|