EWM
Evermay Wealth Management’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-139
| Closed | -$8.25K | – | 603 |
|
|
2024
Q4 | $8.25K | Hold |
139
| – | – | ﹤0.01% | 460 |
|
|
2024
Q3 | $8.07K | Hold |
139
| – | – | ﹤0.01% | 476 |
|
|
2024
Q2 | $6.81K | Hold |
139
| – | – | ﹤0.01% | 482 |
|
|
2024
Q1 | $7.59K | Buy |
+139
| New | +$7.59K | ﹤0.01% | 488 |
|