Wealthspire Advisors (Maryland)’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
Q3 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $162K | Hold |
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|
2018
Q4 | $140K | Sell |
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|
2018
Q3 | $168K | Hold |
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|
2018
Q2 | $169K | Sell |
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|
2018
Q1 | $182K | Hold |
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|
2017
Q4 | $182K | Buy |
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|
2017
Q3 | $175K | Sell |
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|
2017
Q2 | $160K | Buy |
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|
2017
Q1 | $131K | Buy |
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|
2016
Q4 | $137K | Sell |
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|
2016
Q3 | $122K | Hold |
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|
2016
Q2 | $123K | Sell |
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|
2016
Q1 | $129K | Hold |
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|
2015
Q4 | $124K | Buy |
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