TRUE Private Wealth Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,944
| Closed | -$88K | – | 817 |
|
|
2019
Q4 | $88K | Buy |
+1,944
| New | +$88K | 0.01% | 310 |
|
|
2019
Q3 | – | Sell |
-1,944
| Closed | -$80K | – | 627 |
|
|
2019
Q2 | $80K | Buy |
+1,944
| New | +$80K | 0.01% | 291 |
|
|
2018
Q4 | – | Sell |
-2,858
| Closed | -$114K | – | 797 |
|
|
2018
Q3 | $114K | Buy |
+2,858
| New | +$114K | 0.02% | 333 |
|