Plante Moran Financial 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
2022 Q1	–	Sell	-256	Closed	-$14K	–	983
2021 Q4	$14K	Hold	256	–	–	﹤0.01%	630
2021 Q3	$13K	Hold	256	–	–	﹤0.01%	648
2021 Q2	$13K	Hold	256	–	–	﹤0.01%	645
2021 Q1	$13K	Sell	256 -17	-6%	-$832	﹤0.01%	615
2020 Q4	$12K	Sell	273 -1,005	-79%	-$43.5K	﹤0.01%	609
2020 Q3	$52K	Hold	1,278	–	–	0.02%	313
2020 Q2	$47K	Hold	1,278	–	–	0.02%	301
2020 Q1	$41K	Hold	1,278	–	–	0.02%	284
2019 Q4	$58K	Hold	1,278	–	–	0.02%	300
2019 Q3	$57K	Hold	1,278	–	–	0.02%	327
2019 Q2	$53K	Hold	1,278	–	–	0.02%	333
2019 Q1	$49K	Hold	1,278	–	–	0.02%	337
2018 Q4	$42K	Hold	1,278	–	–	0.01%	322
2018 Q3	$51K	Hold	1,278	–	–	0.02%	287
2018 Q2	$51K	Sell	1,278 -133	-9%	-$5.51K	0.03%	320
2018 Q1	$58K	Sell	1,411 -204	-13%	-$8.6K	0.03%	320
2017 Q4	$67K	Buy	1,615 +187	+13%	+$7.45K	0.04%	292
2017 Q3	$57K	Buy	1,428 +1,172	+458%	+$44.7K	0.03%	281
2017 Q2	$9K	Hold	256	–	–	0.01%	577
2017 Q1	$9K	Buy	+256	New	+$9.73K	0.01%	595