Sun Life Financial’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-18,936
| Closed | -$506K | – | 500 |
|
|
2019
Q3 | $506K | Buy |
18,936
+107
| +0.6% | +$2.86K | 0.13% | 96 |
|
|
2019
Q2 | $487K | Hold |
18,829
| – | – | 0.12% | 105 |
|
|
2019
Q1 | $490K | Buy |
18,829
+622
| +3% | +$16.2K | 0.11% | 111 |
|
|
2018
Q4 | $410K | Buy |
18,207
+92
| +0.5% | +$2.07K | 0.09% | 118 |
|
|
2018
Q3 | $492K | Buy |
18,115
+1,921
| +12% | +$52.2K | 0.09% | 129 |
|
|
2018
Q2 | $470K | Buy |
+16,194
| New | +$470K | 0.07% | 130 |
|