Whitnell & Co’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
Q3 | – | Sell |
-44
| Closed | -$2K | – | 333 |
|
|
2018
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 327 |
|
|
2018
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 360 |
|
|
2017
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 321 |
|
|
2017
Q1 | – | Sell |
-112
| Closed | -$4K | – | 345 |
|
|
2016
Q4 | $4K | Hold |
112
| – | – | ﹤0.01% | 339 |
|
|
2016
Q3 | $4K | Hold |
112
| – | – | ﹤0.01% | 326 |
|
|
2016
Q2 | $4K | Hold |
112
| – | – | ﹤0.01% | 325 |
|
|
2016
Q1 | $4K | Buy |
112
+41
| +58% | +$1.46K | ﹤0.01% | 324 |
|
|
2015
Q4 | $2K | Hold |
71
| – | – | ﹤0.01% | 366 |
|
|
2015
Q3 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 358 |
|