Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $446K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $54K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $5K | Hold |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $4K | Sell |
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|
2013
Q4 | $40K | Hold |
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|
2013
Q3 | $36K | Buy |
|