Welch & Forbes’s Sun Life Financial SLF Stock Holding History

Welch & Forbes’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,977	Closed	-$364K	–	378
2023 Q2	$364K	Sell	6,977 -44	-0.6%	-$2.29K	0.01%	310
2023 Q1	$328K	Buy	7,021 +44	+0.6%	+$2.06K	0.01%	321
2022 Q4	$324K	Hold	6,977	–	–	0.01%	319
2022 Q3	$278K	Hold	6,977	–	–	0.01%	330
2022 Q2	$319K	Hold	6,977	–	–	0.01%	322
2022 Q1	$390K	Hold	6,977	–	–	0.01%	311
2021 Q4	$389K	Hold	6,977	–	–	0.01%	311
2021 Q3	$359K	Hold	6,977	–	–	0.01%	323
2021 Q2	$360K	Hold	6,977	–	–	0.01%	326
2021 Q1	$353K	Hold	6,977	–	–	0.01%	323
2020 Q4	$310K	Sell	6,977 -1,200	-15%	-$53.3K	0.01%	332
2020 Q3	$333K	Hold	8,177	–	–	0.01%	292
2020 Q2	$300K	Hold	8,177	–	–	0.01%	300
2020 Q1	$263K	Hold	8,177	–	–	0.01%	293
2019 Q4	$372K	Hold	8,177	–	–	0.01%	284
2019 Q3	$366K	Hold	8,177	–	–	0.01%	290
2019 Q2	$338K	Hold	8,177	–	–	0.01%	292
2019 Q1	$314K	Hold	8,177	–	–	0.01%	299
2018 Q4	$272K	Hold	8,177	–	–	0.01%	301
2018 Q3	$325K	Hold	8,177	–	–	0.01%	299
2018 Q2	$329K	Hold	8,177	–	–	0.01%	294
2018 Q1	$336K	Hold	8,177	–	–	0.01%	292
2017 Q4	$338K	Hold	8,177	–	–	0.01%	279
2017 Q3	$326K	Buy	8,177 +117	+1%	+$4.67K	0.01%	279
2017 Q2	$288K	Hold	8,060	–	–	0.01%	297
2017 Q1	$295K	Hold	8,060	–	–	0.01%	292
2016 Q4	$310K	Hold	8,060	–	–	0.01%	286
2016 Q3	$262K	Hold	8,060	–	–	0.01%	264
2016 Q2	$265K	Hold	8,060	–	–	0.01%	296
2016 Q1	$260K	Hold	8,060	–	–	0.01%	297
2015 Q4	$251K	Hold	8,060	–	–	0.01%	289
2015 Q3	$260K	Hold	8,060	–	–	0.01%	298
2015 Q2	$269K	Hold	8,060	–	–	0.01%	295
2015 Q1	$248K	Hold	8,060	–	–	0.01%	303
2014 Q4	$291K	Hold	8,060	–	–	0.01%	307
2014 Q3	$292K	Hold	8,060	–	–	0.01%	301
2014 Q2	$296K	Hold	8,060	–	–	0.01%	285
2014 Q1	$279K	Hold	8,060	–	–	0.01%	294
2013 Q4	$285K	Hold	8,060	–	–	0.01%	281
2013 Q3	$258K	Hold	8,060	–	–	0.01%	304
2013 Q2	$239K	Buy	+8,060	New	+$239K	0.01%	291