Reilly Financial Advisors’s Sun Life Financial SLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$24K	Hold	427	–	–	﹤0.01%	539
2021 Q3	$22K	Hold	427	–	–	﹤0.01%	508
2021 Q2	$22K	Hold	427	–	–	﹤0.01%	537
2021 Q1	$22K	Hold	427	–	–	﹤0.01%	524
2020 Q4	$19K	Hold	427	–	–	﹤0.01%	505
2020 Q3	$17K	Sell	427 -87	-17%	-$3.46K	﹤0.01%	472
2020 Q2	$19K	Hold	514	–	–	﹤0.01%	463
2020 Q1	$16K	Hold	514	–	–	﹤0.01%	477
2019 Q4	$23K	Hold	514	–	–	﹤0.01%	472
2019 Q3	$23K	Hold	514	–	–	﹤0.01%	476
2019 Q2	$21K	Hold	514	–	–	﹤0.01%	524
2019 Q1	$20K	Hold	514	–	–	﹤0.01%	531
2018 Q4	$17K	Hold	514	–	–	﹤0.01%	535
2018 Q3	$20K	Hold	514	–	–	﹤0.01%	562
2018 Q2	$21K	Hold	514	–	–	﹤0.01%	490
2018 Q1	$21K	Hold	514	–	–	﹤0.01%	489
2017 Q4	$21K	Hold	514	–	–	﹤0.01%	506
2017 Q3	$20K	Hold	514	–	–	﹤0.01%	494
2017 Q2	$18K	Buy	514 +152	+42%	+$5.32K	﹤0.01%	526
2017 Q1	$13K	Buy	362 +275	+316%	+$9.88K	﹤0.01%	563
2016 Q4	$3K	Hold	87	–	–	﹤0.01%	746
2016 Q3	$3K	Sell	87 -83	-49%	-$2.86K	﹤0.01%	723
2016 Q2	$6K	Buy	170 +83	+95%	+$2.93K	﹤0.01%	579
2016 Q1	$3K	Hold	87	–	–	﹤0.01%	783
2015 Q4	$3K	Sell	87 -709	-89%	-$24.4K	﹤0.01%	783
2015 Q3	$26K	Hold	796	–	–	﹤0.01%	533
2015 Q2	$27K	Hold	796	–	–	﹤0.01%	583
2015 Q1	$25K	Sell	796 -588	-42%	-$18.5K	﹤0.01%	603
2014 Q4	$50K	Hold	1,384	–	–	0.01%	264
2014 Q3	$50K	Hold	1,384	–	–	0.01%	257
2014 Q2	$51K	Buy	1,384 +1,297	+1,491%	+$47.8K	0.01%	263
2014 Q1	$3K	Hold	87	–	–	﹤0.01%	736
2013 Q4	$3K	Hold	87	–	–	﹤0.01%	763
2013 Q3	$3K	Hold	87	–	–	﹤0.01%	674
2013 Q2	$3K	Buy	+87	New	+$3K	﹤0.01%	712