Sun Life Financial’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-95
| Closed | -$28K | – | 330 |
|
|
2021
Q1 | $28K | Sell |
95
-1
| -1% | -$295 | ﹤0.01% | 225 |
|
|
2020
Q4 | $28K | Hold |
96
| – | – | ﹤0.01% | 212 |
|
|
2020
Q3 | $28K | Hold |
96
| – | – | ﹤0.01% | 212 |
|
|
2020
Q2 | $26K | Buy |
96
+1
| +1% | +$271 | 0.01% | 195 |
|
|
2020
Q1 | $20K | Hold |
95
| – | – | 0.01% | 198 |
|
|
2019
Q4 | $23K | Sell |
95
-39
| -29% | -$9.44K | 0.01% | 208 |
|
|
2019
Q3 | $27K | Buy |
134
+1
| +0.8% | +$201 | 0.01% | 363 |
|
|
2019
Q2 | $26K | Sell |
133
-149
| -53% | -$29.1K | 0.01% | 359 |
|
|
2019
Q1 | $51K | Sell |
282
-177
| -39% | -$32K | 0.01% | 355 |
|
|
2018
Q4 | $64K | Buy |
459
+2
| +0.4% | +$279 | 0.01% | 347 |
|
|
2018
Q3 | $76K | Buy |
457
+5
| +1% | +$832 | 0.01% | 369 |
|
|
2018
Q2 | $77K | Buy |
452
+330
| +270% | +$56.2K | 0.01% | 361 |
|
|
2018
Q1 | $758 | Sell |
122
-241
| -66% | -$1.5K | 0.01% | 358 |
|
|
2017
Q4 | $54K | Sell |
363
-861
| -70% | -$128K | 0.01% | 262 |
|
|
2017
Q3 | $170K | Sell |
1,224
-6
| -0.5% | -$833 | 0.02% | 255 |
|
|
2017
Q2 | $150K | Buy |
1,230
+1,220
| +12,200% | +$149K | 0.02% | 271 |
|
|
2017
Q1 | $89 | Buy |
10
+2
| +25% | +$18 | ﹤0.01% | 416 |
|
|
2016
Q4 | $89 | Buy |
+8
| New | +$89 | ﹤0.01% | 372 |
|