TrueWealth LLC’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
2020
Q2
$186K Hold
2020
Q1
$162K Hold
2019
Q4
$230K Hold
2019
Q3
$226K Hold
2019
Q2
$209K Hold
2019
Q1
$194K Hold
2018
Q4
$168K Hold
2018
Q3
$201K Hold
2018
Q2
$203K Hold
2018
Q1
$208K Buy