Valeo Financial 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
Q3 | – | Sell |
-51
| Closed | -$2K | – | 1999 |
|
|
2020
Q2 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 1713 |
|
|
2019
Q4 | – | Sell |
-5,004
| Closed | -$224K | – | 1691 |
|
|
2019
Q3 | $224K | Buy |
+5,004
| New | +$224K | 0.02% | 284 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$15K | – | 1691 |
|
|
2018
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 846 |
|
|
2018
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 822 |
|
|
2018
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 794 |
|
|
2017
Q4 | $17K | Hold |
400
| – | – | ﹤0.01% | 711 |
|
|
2017
Q3 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 600 |
|