AWA
SLF icon

Amplius Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Amplius Wealth Advisors’s Portfolio SLF Stock Details SLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,149
Closed -$175K – 771
2021
Q4 		$175K Buy
+3,149
New +$175K 0.02% 198