JP Morgan Private Wealth Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $425K | Buy |
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|
2023
Q2 | $408K | Sell |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $431K | Sell |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $429K | Sell |
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|
2021
Q2 | $491K | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $280K | Buy |
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|
2020
Q1 | $214K | Buy |
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|
2019
Q4 | $301K | Sell |
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|
2019
Q3 | $314K | Buy |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $311K | Buy |
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|
2018
Q4 | $264K | Sell |
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|
2018
Q3 | $345K | Sell |
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|
2018
Q2 | $542K | Sell |
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|
2018
Q1 | $570K | Sell |
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|
2017
Q4 | $619K | Buy |
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|
2017
Q3 | $527K | Buy |
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|
2017
Q2 | $275K | Sell |
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|
2017
Q1 | $335K | Buy |
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|
2016
Q4 | $266K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $261K | Buy |
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