Sun Life Financial’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,060
Closed -$281K 118
2021
Q1
$281K Sell
6,060
-1,720
-22% -$79.8K 0.02% 101
2020
Q4
$341K Sell
7,780
-9,260
-54% -$406K 0.04% 74
2020
Q3
$621K Buy
17,040
+14,680
+622% +$535K 0.1% 64
2020
Q2
$74K Hold
2,360
0.01% 133
2020
Q1
$56K Buy
2,360
+10
+0.4% +$237 0.01% 130
2019
Q4
$74K Sell
2,350
-910
-28% -$28.7K 0.02% 132
2019
Q3
$90K Buy
3,260
+40
+1% +$1.1K 0.02% 247
2019
Q2
$93K Sell
3,220
-3,540
-52% -$102K 0.02% 244
2019
Q1
$203K Sell
6,760
-5,170
-43% -$155K 0.04% 198
2018
Q4
$303K Buy
11,930
+90
+0.8% +$2.29K 0.06% 151
2018
Q3
$292K Buy
11,840
+710
+6% +$17.5K 0.05% 178
2018
Q2
$270K Buy
+11,130
New +$270K 0.04% 184