Beacon Investment Advisory Services’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$65.7K Buy
2018
Q4
Sell
2018
Q3
$367K Buy
2018
Q2
$349K Buy
2018
Q1
$334K Buy
2017
Q4
$303K Sell
2017
Q3
$375K Buy