SVB Wealth’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,109
| Closed | -$880K | – | 934 |
|
|
2021
Q3 | $880K | Buy |
17,109
+3,455
| +25% | +$178K | 0.01% | 428 |
|
|
2021
Q2 | $704K | Buy |
13,654
+745
| +6% | +$38.4K | 0.01% | 477 |
|
|
2021
Q1 | $653K | Sell |
12,909
-74
| -0.6% | -$3.74K | 0.01% | 455 |
|
|
2020
Q4 | $577K | Buy |
12,983
+4,387
| +51% | +$195K | 0.01% | 434 |
|
|
2020
Q3 | $350K | Buy |
8,596
+1,694
| +25% | +$69K | 0.01% | 487 |
|
|
2020
Q2 | $254K | Buy |
+6,902
| New | +$254K | ﹤0.01% | 495 |
|