UA
Unison Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-43,643
| Closed | -$2.13M | – | 187 |
|
|
2023
Q3 | $2.13M | Buy |
43,643
+365
| +0.8% | +$17.8K | 0.25% | 54 |
|
|
2023
Q2 | $2.26M | Buy |
43,278
+400
| +0.9% | +$20.8K | 0.25% | 53 |
|
|
2023
Q1 | $2M | Buy |
42,878
+400
| +0.9% | +$18.7K | 0.22% | 59 |
|
|
2022
Q4 | $1.97M | Buy |
42,478
+425
| +1% | +$19.7K | 0.26% | 58 |
|
|
2022
Q3 | $1.67M | Buy |
42,053
+350
| +0.8% | +$13.9K | 0.31% | 58 |
|
|
2022
Q2 | $1.91M | Buy |
41,703
+293
| +0.7% | +$13.4K | 0.49% | 51 |
|
|
2022
Q1 | $2.31M | Hold |
41,410
| – | – | 0.56% | 48 |
|
|
2021
Q4 | $2.31M | Buy |
41,410
+285
| +0.7% | +$15.9K | 0.56% | 46 |
|
|
2021
Q3 | $2.12M | Buy |
41,125
+302
| +0.7% | +$15.5K | 0.53% | 48 |
|
|
2021
Q2 | $2.1M | Buy |
40,823
+300
| +0.7% | +$15.5K | 0.39% | 60 |
|
|
2021
Q1 | $2.05M | Buy |
40,523
+311
| +0.8% | +$15.7K | 0.39% | 62 |
|
|
2020
Q4 | $1.79M | Buy |
40,212
+330
| +0.8% | +$14.7K | 0.4% | 61 |
|
|
2020
Q3 | $1.62M | Buy |
39,882
+365
| +0.9% | +$14.9K | 0.47% | 58 |
|
|
2020
Q2 | $1.45M | Buy |
39,517
+403
| +1% | +$14.8K | 0.49% | 63 |
|
|
2020
Q1 | $1.26M | Buy |
39,114
+274
| +0.7% | +$8.79K | 1.35% | 23 |
|
|
2019
Q4 | $1.77M | Buy |
38,840
+4,186
| +12% | +$191K | 1.28% | 17 |
|
|
2019
Q3 | $1.55M | Buy |
34,654
+255
| +0.7% | +$11.4K | 1.19% | 23 |
|
|
2019
Q2 | $1.42M | Hold |
34,399
| – | – | 1.07% | 31 |
|
|
2019
Q1 | $1.32M | Buy |
34,399
+312
| +0.9% | +$12K | 0.98% | 36 |
|
|
2018
Q4 | $1.13M | Buy |
+34,087
| New | +$1.13M | 0.9% | 41 |
|