Sun Life Financial’s Salesforce CRM Stock Holding History

Sun Life Financial’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-554	Closed	-$117K	–	172
2021 Q1	$117K	Buy	554 +12	+2%	+$2.53K	0.01%	137
2020 Q4	$121K	Sell	542 -9	-2%	-$2.01K	0.02%	131
2020 Q3	$138K	Buy	551 +22	+4%	+$5.51K	0.02%	126
2020 Q2	$99K	Buy	529 +2	+0.4%	+$374	0.02%	127
2020 Q1	$76K	Buy	527 +11	+2%	+$1.59K	0.02%	119
2019 Q4	$84K	Sell	516 -204	-28%	-$33.2K	0.02%	124
2019 Q3	$107K	Buy	720 +100	+16%	+$14.9K	0.03%	230
2019 Q2	$94K	Sell	620 -689	-53%	-$104K	0.02%	241
2019 Q1	$207K	Sell	1,309 -777	-37%	-$123K	0.05%	194
2018 Q4	$286K	Buy	2,086 +1	+0%	+$137	0.06%	155
2018 Q3	$332K	Buy	2,085 +169	+9%	+$26.9K	0.06%	170
2018 Q2	$261K	Buy	1,916 +1,552	+426%	+$211K	0.04%	191
2018 Q1	$3.13K	Sell	364 -1,140	-76%	-$9.8K	0.03%	172
2017 Q4	$154K	Sell	1,504 -3,528	-70%	-$361K	0.02%	163
2017 Q3	$470K	Buy	5,032 +148	+3%	+$13.8K	0.05%	147
2017 Q2	$423K	Buy	4,884 +4,855	+16,741%	+$420K	0.05%	138
2017 Q1	$354	Buy	29 +6	+26%	+$73	﹤0.01%	201
2016 Q4	$343	Sell	23 -5,159	-100%	-$76.9K	﹤0.01%	153
2016 Q3	$370K	Sell	5,182 -7,573	-59%	-$541K	0.05%	41
2016 Q2	$1.01M	Sell	12,755 -7,907	-38%	-$628K	0.12%	46
2016 Q1	$1.53K	Sell	20,662 -7,509	-27%	-$554	﹤0.01%	87
2015 Q4	$2.21M	Sell	28,171 -9,126	-24%	-$716K	0.3%	32
2015 Q3	$2.59M	Sell	37,297 -20,578	-36%	-$1.43M	0.55%	22
2015 Q2	$4.03M	Hold	57,875	–	–	0.43%	28
2015 Q1	$3.87M	Sell	57,875 -12,583	-18%	-$841K	0.4%	28
2014 Q4	$4.18M	Sell	70,458 -9,883	-12%	-$586K	0.44%	27
2014 Q3	$4.62M	Sell	80,341 -14,602	-15%	-$840K	0.49%	27
2014 Q2	$5.51M	Sell	94,943 -9,510	-9%	-$552K	0.57%	26
2014 Q1	$5.96M	Sell	104,453 -31,834	-23%	-$1.82M	0.6%	28
2013 Q4	$7.52M	Sell	136,287 -42,046	-24%	-$2.32M	0.67%	31
2013 Q3	$9.26M	Sell	178,333 -10,126	-5%	-$526K	0.83%	26
2013 Q2	$7.2M	Buy	+188,459	New	+$7.2M	0.61%	41