LWM
LBA Wealth Management’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$33K | – | 482 |
|
|
2016
Q3 | $33K | Hold |
1,000
| – | – | 0.02% | 234 |
|
|
2016
Q2 | $33K | Hold |
1,000
| – | – | 0.02% | 226 |
|
|
2016
Q1 | $32K | Hold |
1,000
| – | – | 0.02% | 223 |
|
|
2015
Q4 | $31K | Hold |
1,000
| – | – | 0.02% | 236 |
|
|
2015
Q3 | $32K | Hold |
1,000
| – | – | 0.02% | 200 |
|
|
2015
Q2 | $33K | Hold |
1,000
| – | – | 0.02% | 190 |
|
|
2015
Q1 | $31K | Hold |
1,000
| – | – | 0.02% | 190 |
|
|
2014
Q4 | $36K | Sell |
1,000
-856
| -46% | -$30.8K | 0.02% | 180 |
|
|
2014
Q3 | $67K | Buy |
+1,856
| New | +$67K | 0.05% | 157 |
|
|
2014
Q1 | – | Sell |
-1,856
| Closed | -$66K | – | 271 |
|
|
2013
Q4 | $66K | Buy |
+1,856
| New | +$66K | 0.05% | 148 |
|