TrueWealth LLC’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
Q2 | $186K | Hold |
5,050
| – | – | 0.08% | 140 |
|
|
2020
Q1 | $162K | Hold |
5,050
| – | – | 0.08% | 137 |
|
|
2019
Q4 | $230K | Hold |
5,050
| – | – | 0.09% | 128 |
|
|
2019
Q3 | $226K | Hold |
5,050
| – | – | 0.1% | 124 |
|
|
2019
Q2 | $209K | Hold |
5,050
| – | – | 0.09% | 133 |
|
|
2019
Q1 | $194K | Hold |
5,050
| – | – | 0.09% | 139 |
|
|
2018
Q4 | $168K | Hold |
5,050
| – | – | 0.09% | 143 |
|
|
2018
Q3 | $201K | Hold |
5,050
| – | – | 0.09% | 134 |
|
|
2018
Q2 | $203K | Hold |
5,050
| – | – | 0.1% | 127 |
|
|
2018
Q1 | $208K | Buy |
+5,050
| New | +$208K | 0.1% | 124 |
|