Polaris Wealth Advisory Group’s Sun Life Financial SLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-748
Closed -$30K 402
2018
Q3
$30K Buy
+748
New +$30K ﹤0.01% 294
2018
Q2
Sell
-736
Closed -$30K 399
2018
Q1
$30K Buy
+736
New +$30K ﹤0.01% 266