Glassman Wealth Services’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-638
| Closed | -$33.1K | – | 1551 |
|
|
2023
Q4 | $33.1K | Sell |
638
-132
| -17% | -$6.85K | ﹤0.01% | 560 |
|
|
2023
Q3 | $37.6K | Buy |
770
+123
| +19% | +$6K | 0.01% | 489 |
|
|
2023
Q2 | $33.7K | Buy |
647
+65
| +11% | +$3.39K | 0.01% | 503 |
|
|
2023
Q1 | $27.2K | Sell |
582
-9
| -2% | -$420 | ﹤0.01% | 557 |
|
|
2022
Q4 | $27.4K | Buy |
591
+77
| +15% | +$3.57K | 0.01% | 578 |
|
|
2022
Q3 | $20K | Buy |
514
+69
| +16% | +$2.69K | ﹤0.01% | 618 |
|
|
2022
Q2 | $20K | Sell |
445
-143
| -24% | -$6.43K | ﹤0.01% | 625 |
|
|
2022
Q1 | $33K | Sell |
588
-12
| -2% | -$673 | 0.01% | 505 |
|
|
2021
Q4 | $33K | Buy |
600
+165
| +38% | +$9.08K | 0.01% | 474 |
|
|
2021
Q3 | $22K | Buy |
435
+61
| +16% | +$3.09K | ﹤0.01% | 565 |
|
|
2021
Q2 | $19K | Buy |
374
+4
| +1% | +$203 | ﹤0.01% | 590 |
|
|
2021
Q1 | $19K | Buy |
370
+27
| +8% | +$1.39K | ﹤0.01% | 546 |
|
|
2020
Q4 | $15K | Buy |
343
+176
| +105% | +$7.7K | ﹤0.01% | 611 |
|
|
2020
Q3 | $7K | Buy |
167
+115
| +221% | +$4.82K | ﹤0.01% | 706 |
|
|
2020
Q2 | $2K | Buy |
52
+30
| +136% | +$1.15K | ﹤0.01% | 897 |
|
|
2020
Q1 | $1K | Buy |
22
+10
| +83% | +$455 | ﹤0.01% | 979 |
|
|
2019
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1026 |
|