Executive Wealth Management’s Sun Life Financial SLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,152	Closed	-$89K	–	670
2019 Q2	$89K	Buy	2,152 +12	+0.6%	+$496	0.01%	225
2019 Q1	$82K	Hold	2,140	–	–	0.01%	211
2018 Q4	$71K	Buy	+2,140	New	+$71K	0.01%	235