Summit Trail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,180
| Closed | -$217K | – | 634 |
|
|
2023
Q4 | $217K | Hold |
4,180
| – | – | 0.01% | 476 |
|
|
2023
Q3 | $204K | Sell |
4,180
-189
| -4% | -$9.22K | 0.01% | 498 |
|
|
2023
Q2 | $228K | Buy |
+4,369
| New | +$228K | 0.01% | 444 |
|
|
2018
Q1 | – | Sell |
-53
| Closed | -$2K | – | 1458 |
|
|
2017
Q4 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 1674 |
|