Winfield Associates’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
Q1 | – | Sell |
-160
| Closed | -$7K | – | 558 |
|
|
2017
Q4 | $7K | Hold |
160
| – | – | ﹤0.01% | 483 |
|
|
2017
Q3 | $6K | Hold |
160
| – | – | ﹤0.01% | 482 |
|
|
2017
Q2 | $6K | Buy |
160
+10
| +7% | +$375 | ﹤0.01% | 494 |
|
|
2017
Q1 | $5K | Sell |
150
-30
| -17% | -$1K | ﹤0.01% | 472 |
|
|
2016
Q4 | $7K | Buy |
180
+40
| +29% | +$1.56K | ﹤0.01% | 400 |
|
|
2016
Q3 | $5K | Sell |
140
-15
| -10% | -$536 | ﹤0.01% | 416 |
|
|
2016
Q2 | $5K | Buy |
155
+15
| +11% | +$484 | ﹤0.01% | 410 |
|
|
2016
Q1 | $5K | Buy |
+140
| New | +$5K | ﹤0.01% | 387 |
|