Sun Life Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-45
| Closed | -$9K | – | 277 |
|
|
2021
Q1 | $9K | Hold |
45
| – | – | ﹤0.01% | 412 |
|
|
2020
Q4 | $9K | Hold |
45
| – | – | ﹤0.01% | 391 |
|
|
2020
Q3 | $8K | Hold |
45
| – | – | ﹤0.01% | 380 |
|
|
2020
Q2 | $7K | Hold |
45
| – | – | ﹤0.01% | 355 |
|
|
2020
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 342 |
|
|
2019
Q4 | $8K | Sell |
45
-16
| -26% | -$2.84K | ﹤0.01% | 354 |
|
|
2019
Q3 | $10K | Buy |
+61
| New | +$10K | ﹤0.01% | 503 |
|