Engrave Wealth Partners’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $546K | Hold |
10,519
| – | – | 0.16% | 46 |
|
|
2023
Q3 | $513K | Hold |
10,519
| – | – | 0.16% | 41 |
|
|
2023
Q2 | $548K | Hold |
10,519
| – | – | 0.17% | 37 |
|
|
2023
Q1 | $502K | Hold |
10,519
| – | – | 0.17% | 37 |
|
|
2022
Q4 | $504K | Hold |
10,519
| – | – | 0.18% | 41 |
|
|
2022
Q3 | $418K | Hold |
10,519
| – | – | 0.2% | 36 |
|
|
2022
Q2 | $482K | Hold |
10,519
| – | – | 0.21% | 32 |
|
|
2022
Q1 | $587K | Hold |
10,519
| – | – | 0.22% | 30 |
|
|
2021
Q4 | $586K | Hold |
10,519
| – | – | 0.17% | 40 |
|
|
2021
Q3 | $541K | Sell |
10,519
-4,500
| -30% | -$231K | 0.16% | 44 |
|
|
2021
Q2 | $774K | Hold |
15,019
| – | – | 0.23% | 44 |
|
|
2021
Q1 | $759K | Hold |
15,019
| – | – | 0.31% | 39 |
|
|
2020
Q4 | $716K | Hold |
15,019
| – | – | 0.59% | 29 |
|
|
2020
Q3 | $627K | Buy |
15,019
+3,407
| +29% | +$142K | 0.61% | 29 |
|
|
2020
Q2 | $426K | Hold |
11,612
| – | – | 0.38% | 32 |
|
|
2020
Q1 | $372K | Hold |
11,612
| – | – | 0.44% | 26 |
|
|
2019
Q4 | $529K | Buy |
+11,612
| New | +$529K | 0.51% | 25 |
|