Gupta Wealth Management’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $76K | Sell |
2,366
-213
| -8% | -$6.84K | 0.02% | 375 |
|
|
2015
Q4 | $80K | Buy |
2,579
+213
| +9% | +$6.61K | 0.02% | 359 |
|
|
2015
Q3 | $76K | Hold |
2,366
| – | – | 0.02% | 385 |
|
|
2015
Q2 | $79K | Hold |
2,366
| – | – | 0.02% | 381 |
|
|
2015
Q1 | $73K | Buy |
+2,366
| New | +$73K | 0.02% | 343 |
|