Ullmann Wealth Partners Group’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-862
Closed -$30K 118
2017
Q2
$30K Hold
862
0.02% 103
2017
Q1
$31K Buy
+862
New +$31K 0.03% 95