WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$31K | – | 1783 |
|
|
2015
Q1 | $31K | Hold |
1,000
| – | – | 0.01% | 863 |
|
|
2014
Q4 | $36K | Hold |
1,000
| – | – | 0.01% | 1003 |
|
|
2014
Q3 | $36K | Hold |
1,000
| – | – | 0.01% | 1032 |
|
|
2014
Q2 | $37K | Hold |
1,000
| – | – | 0.01% | 1029 |
|
|
2014
Q1 | $35K | Hold |
1,000
| – | – | 0.01% | 1043 |
|
|
2013
Q4 | $35K | Hold |
1,000
| – | – | 0.01% | 1132 |
|
|
2013
Q3 | $32K | Sell |
1,000
-399
| -29% | -$12.8K | 0.01% | 1091 |
|
|
2013
Q2 | $41K | Buy |
+1,399
| New | +$41K | 0.01% | 962 |
|