Sun Life Financial’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,162
| Closed | -$294K | – | 504 |
|
|
2019
Q3 | $294K | Buy |
9,162
+52
| +0.6% | +$1.67K | 0.08% | 152 |
|
|
2019
Q2 | $428K | Hold |
9,110
| – | – | 0.11% | 123 |
|
|
2019
Q1 | $440K | Buy |
9,110
+49
| +0.5% | +$2.37K | 0.1% | 118 |
|
|
2018
Q4 | $405K | Buy |
9,061
+46
| +0.5% | +$2.06K | 0.09% | 119 |
|
|
2018
Q3 | $414K | Buy |
9,015
+56
| +0.6% | +$2.57K | 0.08% | 149 |
|
|
2018
Q2 | $376K | Buy |
+8,959
| New | +$376K | 0.05% | 148 |
|