J.P. Morgan Private Wealth Advisors’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $425K | Buy |
8,719
+889
| +11% | +$43.4K | ﹤0.01% | 1312 |
|
|
2023
Q2 | $408K | Sell |
7,830
-2,292
| -23% | -$119K | ﹤0.01% | 1114 |
|
|
2023
Q1 | $473K | Sell |
10,122
-211
| -2% | -$9.85K | ﹤0.01% | 1501 |
|
|
2022
Q4 | $480K | Buy |
10,333
+1,617
| +19% | +$75.1K | ﹤0.01% | 1488 |
|
|
2022
Q3 | $347K | Buy |
8,716
+1,113
| +15% | +$44.3K | ﹤0.01% | 1599 |
|
|
2022
Q2 | $348K | Sell |
7,603
-117
| -2% | -$5.36K | ﹤0.01% | 1588 |
|
|
2022
Q1 | $431K | Sell |
7,720
-739
| -9% | -$41.3K | ﹤0.01% | 1598 |
|
|
2021
Q4 | $471K | Buy |
8,459
+126
| +2% | +$7.02K | ﹤0.01% | 1577 |
|
|
2021
Q3 | $429K | Sell |
8,333
-1,199
| -13% | -$61.7K | ﹤0.01% | 1562 |
|
|
2021
Q2 | $491K | Buy |
9,532
+2,338
| +32% | +$120K | ﹤0.01% | 1485 |
|
|
2021
Q1 | $364K | Buy |
7,194
+80
| +1% | +$4.05K | ﹤0.01% | 1450 |
|
|
2020
Q4 | $316K | Buy |
7,114
+77
| +1% | +$3.42K | ﹤0.01% | 1479 |
|
|
2020
Q3 | $287K | Sell |
7,037
-580
| -8% | -$23.7K | ﹤0.01% | 1383 |
|
|
2020
Q2 | $280K | Buy |
7,617
+942
| +14% | +$34.6K | ﹤0.01% | 1336 |
|
|
2020
Q1 | $214K | Buy |
6,675
+60
| +0.9% | +$1.92K | ﹤0.01% | 1274 |
|
|
2019
Q4 | $301K | Sell |
6,615
-400
| -6% | -$18.2K | ﹤0.01% | 1241 |
|
|
2019
Q3 | $314K | Buy |
7,015
+386
| +6% | +$17.3K | ﹤0.01% | 1174 |
|
|
2019
Q2 | $274K | Sell |
6,629
-1,460
| -18% | -$60.3K | ﹤0.01% | 1183 |
|
|
2019
Q1 | $311K | Buy |
8,089
+144
| +2% | +$5.54K | ﹤0.01% | 1193 |
|
|
2018
Q4 | $264K | Sell |
7,945
-719
| -8% | -$23.9K | ﹤0.01% | 1233 |
|
|
2018
Q3 | $345K | Sell |
8,664
-4,847
| -36% | -$193K | ﹤0.01% | 1224 |
|
|
2018
Q2 | $542K | Sell |
13,511
-348
| -3% | -$14K | ﹤0.01% | 982 |
|
|
2018
Q1 | $570K | Sell |
13,859
-1,146
| -8% | -$47.1K | ﹤0.01% | 827 |
|
|
2017
Q4 | $619K | Buy |
15,005
+1,774
| +13% | +$73.2K | ﹤0.01% | 797 |
|
|
2017
Q3 | $527K | Buy |
13,231
+5,552
| +72% | +$221K | ﹤0.01% | 822 |
|
|
2017
Q2 | $275K | Sell |
7,679
-1,474
| -16% | -$52.8K | ﹤0.01% | 1048 |
|
|
2017
Q1 | $335K | Buy |
9,153
+2,229
| +32% | +$81.6K | ﹤0.01% | 1024 |
|
|
2016
Q4 | $266K | Buy |
+6,924
| New | +$266K | ﹤0.01% | 1053 |
|
|
2016
Q3 | – | Sell |
-7,961
| Closed | -$261K | – | 1264 |
|
|
2016
Q2 | $261K | Buy |
+7,961
| New | +$261K | ﹤0.01% | 1040 |
|