Berman Capital Advisors’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
2021
Q3
$0 Hold
2021
Q2
$0 Hold
2021
Q1
$0 Hold
2020
Q4
$0 Hold
2020
Q3
$0 Sell
2020
Q2
$4K Sell
2020
Q1
$5K Sell
2019
Q4
$15K Buy
2019
Q3
$15K Buy
2019
Q2
$13K Hold
2019
Q1
$12K Buy
2018
Q4
$0 Buy