Homrich & Berg’s Sun Life Financial SLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-50,873	Closed	-$2.09M	–	344
2018 Q1	$2.09M	Hold	50,873	–	–	0.15%	76
2017 Q4	$2.1M	Buy	50,873 +126	+0.2%	+$5.2K	0.14%	77
2017 Q3	$2.02M	Buy	+50,747	New	+$2.02M	0.16%	56