ENGRAVE WEALTH PARTNERS LLC – Sun Life Financial Inc. Transaction History
ENGRAVE WEALTH PARTNERS LLC portfolio value:
$418,000
portfolio value
ENGRAVE WEALTH PARTNERS LLC quarter portfolio value change:
-13.21%
quarter
Sun Life Financial Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -64K | $39.76 | 10.51K | |
| Q2 2022 | share | 0.00% | 0 shares | -105K | $45.81 | 10.51K | |
| Q1 2022 | share | 0.00% | 0 shares | 1K | $55.83 | 10.51K | |
| Q4 2021 | share | 0.00% | 0 shares | 45K | $55.16 | 10.51K | |
| Q3 2021 | share | Decrease | -29.96% | -4.5K shares | -233K | $50.97 | 10.51K |
| Q2 2021 | share | 0.00% | 0 shares | 15K | $50.63 | 15.01K | |
| Q1 2021 | share | 0.00% | 0 shares | 43K | $49.24 | 15.01K | |
| Q4 2020 | share | 0.00% | 0 shares | 89K | $42.92 | 15.01K | |
| Q3 2020 | share | Increase | +29.34% | 3.40K shares | 201K | $38.96 | 15.01K |
| Q2 2020 | share | 0.00% | 0 shares | 54K | $34.81 | 11.61K | |
| Q1 2020 | share | 0.00% | 0 shares | -157K | $30.06 | 11.61K | |
| Q4 2019 | share | Increase | 0.00% | 11.61K shares | 529K | $42.29 | 11.61K |