Engrave Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $546K | Hold |
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|
2023
Q3 | $513K | Hold |
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|
2023
Q2 | $548K | Hold |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $504K | Hold |
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|
2022
Q3 | $418K | Hold |
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|
2022
Q2 | $482K | Hold |
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|
2022
Q1 | $587K | Hold |
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|
2021
Q4 | $586K | Hold |
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|
2021
Q3 | $541K | Sell |
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|
2021
Q2 | $774K | Hold |
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|
2021
Q1 | $759K | Hold |
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|
2020
Q4 | $716K | Hold |
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|
2020
Q3 | $627K | Buy |
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|
2020
Q2 | $426K | Hold |
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|
2020
Q1 | $372K | Hold |
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|
2019
Q4 | $529K | Buy |
|