Bartlett & Co Wealth Management’s Sun Life Financial SLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$79.7K	Buy	+1,200	New	+$79.7K	﹤0.01%	588
2021 Q3	–	Sell	-29	Closed	-$1.5K	–	1059
2021 Q2	$1.5K	Hold	29	–	–	﹤0.01%	898
2021 Q1	$1.47K	Hold	29	–	–	﹤0.01%	924
2020 Q4	$1.29K	Buy	+29	New	+$1.29K	﹤0.01%	1000