Sun Life Financial’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-69
| Closed | -$11K | – | 137 |
|
|
2021
Q1 | $11K | Hold |
69
| – | – | ﹤0.01% | 371 |
|
|
2020
Q4 | $11K | Hold |
69
| – | – | ﹤0.01% | 344 |
|
|
2020
Q3 | $9K | Buy |
69
+1
| +1% | +$130 | ﹤0.01% | 350 |
|
|
2020
Q2 | $9K | Sell |
68
-1
| -1% | -$132 | ﹤0.01% | 311 |
|
|
2020
Q1 | $7K | Buy |
69
+1
| +1% | +$101 | ﹤0.01% | 308 |
|
|
2019
Q4 | $8K | Sell |
68
-26
| -28% | -$3.06K | ﹤0.01% | 343 |
|
|
2019
Q3 | $12K | Buy |
94
+1
| +1% | +$128 | ﹤0.01% | 469 |
|
|
2019
Q2 | $12K | Sell |
93
-103
| -53% | -$13.3K | ﹤0.01% | 462 |
|
|
2019
Q1 | $20K | Sell |
196
-124
| -39% | -$12.7K | ﹤0.01% | 503 |
|
|
2018
Q4 | $31K | Hold |
320
| – | – | 0.01% | 482 |
|
|
2018
Q3 | $42K | Buy |
320
+1
| +0.3% | +$131 | 0.01% | 473 |
|
|
2018
Q2 | $37K | Buy |
+319
| New | +$37K | 0.01% | 487 |
|