Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,308
| Closed | -$54K | – | 338 |
|
|
2017
Q4 | $54K | Buy |
+1,308
| New | +$54K | 0.01% | 249 |
|
|
2015
Q3 | – | Sell |
-125
| Closed | -$4K | – | 452 |
|
|
2015
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 322 |
|
|
2015
Q1 | $4K | Hold |
125
| – | – | ﹤0.01% | 311 |
|
|
2014
Q4 | $5K | Hold |
125
| – | – | ﹤0.01% | 373 |
|
|
2014
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 635 |
|
|
2014
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 592 |
|
|
2014
Q1 | $4K | Sell |
125
-1,000
| -89% | -$32K | ﹤0.01% | 599 |
|
|
2013
Q4 | $40K | Hold |
1,125
| – | – | 0.01% | 362 |
|
|
2013
Q3 | $36K | Buy |
+1,125
| New | +$36K | 0.02% | 291 |
|