MWM
Mascoma Wealth Management’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33K | Hold |
20
| – | – | ﹤0.01% | 448 |
|
|
2025
Q1 | $1.14K | Hold |
20
| – | – | ﹤0.01% | 473 |
|
|
2024
Q4 | $1.19K | Hold |
20
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $1.16K | Hold |
20
| – | – | ﹤0.01% | 435 |
|
|
2024
Q2 | $978 | Hold |
20
| – | – | ﹤0.01% | 471 |
|
|
2024
Q1 | $1.09K | Hold |
20
| – | – | ﹤0.01% | 435 |
|
|
2023
Q4 | $1.04K | Hold |
20
| – | – | ﹤0.01% | 450 |
|
|
2023
Q3 | $975 | Hold |
20
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $1.02K | Hold |
20
| – | – | ﹤0.01% | 461 |
|
|
2023
Q1 | $980 | Hold |
20
| – | – | ﹤0.01% | 566 |
|
|
2022
Q4 | $927 | Hold |
20
| – | – | ﹤0.01% | 587 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 587 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 591 |
|
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 575 |
|