Whittier Trust’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-183
| Closed | -$10.6K | – | 1603 |
|
|
2024
Q3 | $10.6K | Sell |
183
-862
| -82% | -$50K | ﹤0.01% | 1255 |
|
|
2024
Q2 | $51.2K | Buy |
1,045
+183
| +21% | +$8.97K | ﹤0.01% | 905 |
|
|
2024
Q1 | $47K | Hold |
862
| – | – | ﹤0.01% | 949 |
|
|
2023
Q4 | $44.7K | Hold |
862
| – | – | ﹤0.01% | 941 |
|
|
2023
Q3 | $42.1K | Hold |
862
| – | – | ﹤0.01% | 960 |
|
|
2023
Q2 | $44.9K | Hold |
862
| – | – | ﹤0.01% | 956 |
|
|
2023
Q1 | $40.3K | Hold |
862
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q4 | $40K | Hold |
862
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q3 | $34K | Hold |
862
| – | – | ﹤0.01% | 1047 |
|
|
2022
Q2 | $39K | Sell |
862
-63
| -7% | -$2.85K | ﹤0.01% | 1013 |
|
|
2022
Q1 | $52K | Sell |
925
-728
| -44% | -$40.9K | ﹤0.01% | 966 |
|
|
2021
Q4 | $92K | Sell |
1,653
-1,140
| -41% | -$63.4K | ﹤0.01% | 844 |
|
|
2021
Q3 | $144K | Buy |
+2,793
| New | +$144K | ﹤0.01% | 704 |
|