Unio Capital’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
Q2 | – | Sell |
-5,738
| Closed | -$320K | – | 59 |
|
|
2022
Q1 | $320K | Hold |
5,738
| – | – | 0.14% | 53 |
|
|
2021
Q4 | $320 | Sell |
5,738
-34
| -0.6% | -$2 | ﹤0.01% | 53 |
|
|
2021
Q3 | $297K | Sell |
5,772
-1,268
| -18% | -$65.2K | 0.13% | 53 |
|
|
2021
Q2 | $363K | Sell |
7,040
-1,470
| -17% | -$75.8K | 0.16% | 44 |
|
|
2021
Q1 | $430K | Sell |
8,510
-48
| -0.6% | -$2.43K | 0.2% | 38 |
|
|
2020
Q4 | $380K | Sell |
8,558
-1,832
| -18% | -$81.3K | 0.19% | 44 |
|
|
2020
Q3 | $428K | Buy |
10,390
+765
| +8% | +$31.5K | 0.23% | 41 |
|
|
2020
Q2 | $354K | Hold |
9,625
| – | – | 0.21% | 40 |
|
|
2020
Q1 | $309K | Buy |
9,625
+3,474
| +56% | +$112K | 0.22% | 43 |
|
|
2019
Q4 | $280K | Sell |
6,151
-508
| -8% | -$23.1K | 0.16% | 58 |
|
|
2019
Q3 | $298K | Buy |
6,659
+295
| +5% | +$13.2K | 0.19% | 55 |
|
|
2019
Q2 | $269K | Hold |
6,364
| – | – | 0.17% | 56 |
|
|
2019
Q1 | $244K | Sell |
6,364
-3
| -0% | -$115 | 0.17% | 64 |
|
|
2018
Q4 | $211K | Sell |
6,367
-1,893
| -23% | -$62.7K | 0.17% | 65 |
|
|
2018
Q3 | $328K | Buy |
8,260
+1,550
| +23% | +$61.6K | 0.21% | 48 |
|
|
2018
Q2 | $269K | Buy |
6,710
+140
| +2% | +$5.61K | 0.2% | 59 |
|
|
2018
Q1 | $270K | Sell |
6,570
-2,640
| -29% | -$108K | 0.22% | 63 |
|
|
2017
Q4 | $380K | Buy |
+9,210
| New | +$380K | 0.32% | 61 |
|