Hennion & Walsh Asset Management’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,151
| Closed | -$232K | – | 797 |
|
|
2022
Q1 | $232K | Sell |
4,151
-418
| -9% | -$23.4K | 0.01% | 710 |
|
|
2021
Q4 | $254K | Sell |
4,569
-412
| -8% | -$22.9K | 0.01% | 671 |
|
|
2021
Q3 | $256K | Sell |
4,981
-155
| -3% | -$7.97K | 0.01% | 661 |
|
|
2021
Q2 | $265K | Sell |
5,136
-67
| -1% | -$3.46K | 0.01% | 648 |
|
|
2021
Q1 | $263K | Buy |
+5,203
| New | +$263K | 0.02% | 624 |
|