Wealthspire Advisors (Maryland)’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 | $209K | Buy |
+5,127
| New | +$209K | 0.01% | 443 |
|
|
2020
Q1 | – | Sell |
-4,550
| Closed | -$207K | – | 499 |
|
|
2019
Q4 | $207K | Buy |
+4,550
| New | +$207K | 0.01% | 465 |
|
|
2019
Q2 | – | Sell |
-4,209
| Closed | -$162K | – | 1793 |
|
|
2019
Q1 | $162K | Hold |
4,209
| – | – | 0.01% | 486 |
|
|
2018
Q4 | $140K | Sell |
4,209
-11
| -0.3% | -$366 | 0.01% | 503 |
|
|
2018
Q3 | $168K | Hold |
4,220
| – | – | 0.01% | 500 |
|
|
2018
Q2 | $169K | Sell |
4,220
-200
| -5% | -$8.01K | 0.02% | 513 |
|
|
2018
Q1 | $182K | Hold |
4,420
| – | – | 0.02% | 506 |
|
|
2017
Q4 | $182K | Buy |
4,420
+17
| +0.4% | +$700 | 0.02% | 525 |
|
|
2017
Q3 | $175K | Sell |
4,403
-72
| -2% | -$2.86K | 0.02% | 517 |
|
|
2017
Q2 | $160K | Buy |
4,475
+888
| +25% | +$31.8K | 0.02% | 531 |
|
|
2017
Q1 | $131K | Buy |
3,587
+17
| +0.5% | +$621 | 0.02% | 504 |
|
|
2016
Q4 | $137K | Sell |
3,570
-170
| -5% | -$6.52K | 0.02% | 484 |
|
|
2016
Q3 | $122K | Hold |
3,740
| – | – | 0.02% | 512 |
|
|
2016
Q2 | $123K | Sell |
3,740
-250
| -6% | -$8.22K | 0.02% | 492 |
|
|
2016
Q1 | $129K | Hold |
3,990
| – | – | 0.02% | 468 |
|
|
2015
Q4 | $124K | Buy |
+3,990
| New | +$124K | 0.02% | 478 |
|