Sun Life Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,457
| Closed | -$1.16M | – | 85 |
|
|
2021
Q1 | $1.16M | Sell |
9,457
-27
| -0.3% | -$3.3K | 0.1% | 35 |
|
|
2020
Q4 | $1.26M | Sell |
9,484
-247
| -3% | -$32.8K | 0.17% | 33 |
|
|
2020
Q3 | $1.13M | Buy |
+9,731
| New | +$1.13M | 0.18% | 31 |
|
|
2017
Q2 | – | Sell |
-1,628
| Closed | -$2.83K | – | 539 |
|
|
2017
Q1 | $2.83K | Buy |
1,628
+304
| +23% | +$528 | 0.01% | 104 |
|
|
2016
Q4 | $2.86K | Sell |
1,324
-17,252
| -93% | -$37.2K | 0.03% | 66 |
|
|
2016
Q3 | $525K | Sell |
18,576
-27,148
| -59% | -$767K | 0.07% | 36 |
|
|
2016
Q2 | $1.09M | Sell |
45,724
-28,344
| -38% | -$678K | 0.13% | 44 |
|
|
2016
Q1 | $2.02K | Sell |
74,068
-26,916
| -27% | -$733 | ﹤0.01% | 80 |
|
|
2015
Q4 | $2.66M | Sell |
100,984
-32,712
| -24% | -$861K | 0.36% | 29 |
|
|
2015
Q3 | $3.69M | Sell |
133,696
-73,764
| -36% | -$2.03M | 0.79% | 17 |
|
|
2015
Q2 | $6.51M | Hold |
207,460
| – | – | 0.69% | 19 |
|
|
2015
Q1 | $6.45M | Sell |
207,460
-45,104
| -18% | -$1.4M | 0.67% | 19 |
|
|
2014
Q4 | $6.97M | Sell |
252,564
-35,428
| -12% | -$978K | 0.73% | 18 |
|
|
2014
Q3 | $7.25M | Buy |
287,992
+6,832
| +2% | +$172K | 0.76% | 19 |
|
|
2014
Q2 | $6.53M | Sell |
281,160
-80,936
| -22% | -$1.88M | 0.68% | 24 |
|
|
2014
Q1 | $6.94M | Sell |
362,096
-100,296
| -22% | -$1.92M | 0.7% | 24 |
|
|
2013
Q4 | $9.27M | Sell |
462,392
-146,104
| -24% | -$2.93M | 0.82% | 26 |
|
|
2013
Q3 | $10.4M | Sell |
608,496
-33,880
| -5% | -$577K | 0.93% | 21 |
|
|
2013
Q2 | $9.09M | Buy |
+642,376
| New | +$9.09M | 0.77% | 26 |
|