Laurel Wealth Planning’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-242
| Closed | -$11.2K | – | 174 |
|
|
2022
Q4 | $11.2K | Hold |
242
| – | – | 0.01% | 154 |
|
|
2022
Q3 | $10K | Hold |
242
| – | – | 0.01% | 159 |
|
|
2022
Q2 | $11K | Hold |
242
| – | – | 0.01% | 162 |
|
|
2022
Q1 | $14K | Hold |
242
| – | – | 0.01% | 177 |
|
|
2021
Q4 | $13K | Hold |
242
| – | – | 0.01% | 134 |
|
|
2021
Q3 | $12K | Buy |
+242
| New | +$12K | 0.01% | 136 |
|