Total Clarity Wealth Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-500
| Closed | -$23K | – | 846 |
|
|
2022
Q2 | $23K | Buy |
+500
| New | +$23K | 0.01% | 530 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$28K | – | 783 |
|
|
2021
Q4 | $28K | Hold |
500
| – | – | 0.01% | 505 |
|
|
2021
Q3 | $26K | Buy |
+500
| New | +$26K | 0.01% | 515 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$25K | – | 643 |
|
|
2021
Q1 | $25K | Buy |
+500
| New | +$25K | 0.01% | 436 |
|
|
2020
Q1 | – | Sell |
-500
| Closed | -$23K | – | 525 |
|
|
2019
Q4 | $23K | Buy |
+500
| New | +$23K | 0.02% | 380 |
|