HWA
HHM Wealth Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,263
| Closed | -$61.9K | – | 824 |
|
|
2024
Q2 | $61.9K | Hold |
1,263
| – | – | 0.01% | 308 |
|
|
2024
Q1 | $68.9K | Hold |
1,263
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $65.5K | Hold |
1,263
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $61.6K | Buy |
+1,263
| New | +$61.6K | 0.01% | 250 |
|
|
2023
Q2 | – | Sell |
-33
| Closed | -$1.54K | – | 847 |
|
|
2023
Q1 | $1.54K | Hold |
33
| – | – | ﹤0.01% | 744 |
|
|
2022
Q4 | $1.53K | Buy |
+33
| New | +$1.53K | ﹤0.01% | 628 |
|