Capital Advisory Group 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
2022 Q2	–	Sell	-600	Closed	-$33K	–	434
2022 Q1	$33K	Buy	+600	New	+$33K	0.02%	269
2021 Q4	–	Sell	-600	Closed	-$31K	–	441
2021 Q3	$31K	Hold	600	–	–	0.01%	291
2021 Q2	$31K	Hold	600	–	–	0.01%	293
2021 Q1	$30K	Hold	600	–	–	0.01%	279
2020 Q4	$27K	Hold	600	–	–	0.01%	286
2020 Q3	$24K	Hold	600	–	–	0.01%	246
2020 Q2	$22K	Hold	600	–	–	0.01%	251
2020 Q1	$19K	Buy	+600	New	+$25.7K	0.02%	168
2019 Q4	–	Sell	-600	Closed	-$27K	–	379
2019 Q3	$27K	Hold	600	–	–	0.02%	185
2019 Q2	$25K	Hold	600	–	–	0.02%	199
2019 Q1	$23K	Hold	600	–	–	0.02%	198
2018 Q4	$20K	Hold	600	–	–	0.02%	192
2018 Q3	$24K	Hold	600	–	–	0.02%	184
2018 Q2	$24K	Hold	600	–	–	0.02%	169
2018 Q1	$25K	Buy	+600	New	+$25.3K	0.02%	173