Veritable’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,602
| Closed | -$240K | – | 671 |
|
|
2023
Q2 | $240K | Hold |
4,602
| – | – | ﹤0.01% | 777 |
|
|
2023
Q1 | $215K | Hold |
4,602
| – | – | ﹤0.01% | 815 |
|
|
2022
Q4 | $214K | Buy |
+4,602
| New | +$214K | ﹤0.01% | 789 |
|
|
2022
Q3 | – | Sell |
-4,602
| Closed | -$211K | – | 883 |
|
|
2022
Q2 | $211K | Hold |
4,602
| – | – | ﹤0.01% | 796 |
|
|
2022
Q1 | $257K | Hold |
4,602
| – | – | ﹤0.01% | 770 |
|
|
2021
Q4 | $256K | Hold |
4,602
| – | – | ﹤0.01% | 771 |
|
|
2021
Q3 | $237K | Hold |
4,602
| – | – | ﹤0.01% | 776 |
|
|
2021
Q2 | $237K | Buy |
+4,602
| New | +$237K | ﹤0.01% | 762 |
|
|
2015
Q2 | – | Sell |
-6,712
| Closed | -$207K | – | 851 |
|
|
2015
Q1 | $207K | Hold |
6,712
| – | – | ﹤0.01% | 872 |
|
|
2014
Q4 | $242K | Hold |
6,712
| – | – | 0.01% | 818 |
|
|
2014
Q3 | $243K | Hold |
6,712
| – | – | 0.01% | 837 |
|
|
2014
Q2 | $246K | Hold |
6,712
| – | – | 0.01% | 818 |
|
|
2014
Q1 | $232K | Hold |
6,712
| – | – | 0.01% | 806 |
|
|
2013
Q4 | $237K | Hold |
6,712
| – | – | 0.01% | 786 |
|
|
2013
Q3 | $215K | Sell |
6,712
-11,921
| -64% | -$382K | 0.01% | 839 |
|
|
2013
Q2 | $552K | Buy |
+18,633
| New | +$552K | 0.01% | 540 |
|