Glassman Wealth Services Sun Life Financial Inc Transaction History

Glassman Wealth Services

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$44.74 - $52.25 $5,905 - $6,897	-132 Reduced 17.14%	638 $33,000
Q3 2023 Nov 13, 2023	BUY	$46.92 - $52.8 $5,771 - $6,494	123 Added 19.01%	770 $37,000
Q2 2023 Aug 08, 2023	BUY	$46.85 - $52.12 $3,045 - $3,387	65 Added 11.17%	647 $33,000
Q1 2023 May 04, 2023	SELL	$44.09 - $51.42 $396 - $462	-9 Reduced 1.52%	582 $27,000
Q4 2022 Feb 06, 2023	BUY	$38.99 - $47.44 $3,002 - $3,652	77 Added 14.98%	591 $27,000
Q3 2022 Nov 09, 2022	BUY	$39.76 - $48.66 $2,743 - $3,357	69 Added 15.51%	514 $20,000
Q2 2022 Aug 04, 2022	SELL	$44.37 - $55.82 $6,344 - $7,982	-143 Reduced 24.32%	445 $20,000
Q1 2022 Aug 23, 2022	BUY	$51.02 - $58.25 $102 - $116	2 Added 0.34%	588 $33,000
Q1 2022 Apr 14, 2022	SELL	$51.02 - $58.25 $714 - $815	-14 Reduced 2.33%	586 $33,000
Q4 2021 Feb 14, 2022	BUY	$51.46 - $57.63 $8,490 - $9,508	165 Added 37.93%	600 $33,000
Q3 2021 Nov 10, 2021	BUY	$49.24 - $53.28 $3,003 - $3,250	61 Added 16.31%	435 $22,000
Q2 2021 Aug 04, 2021	BUY	$50.05 - $54.71 $200 - $218	4 Added 1.08%	374 $19,000
Q1 2021 May 05, 2021	BUY	$44.19 - $51.73 $1,193 - $1,396	27 Added 7.87%	370 $19,000
Q4 2020 Feb 04, 2021	BUY	$38.96 - $45.81 $6,856 - $8,062	176 Added 105.39%	343 $15,000
Q3 2020 Nov 09, 2020	BUY	$36.0 - $43.34 $4,140 - $4,984	115 Added 221.15%	167 $7,000
Q2 2020 Aug 06, 2020	BUY	$30.0 - $39.26 $900 - $1,177	30 Added 136.36%	52 $2,000
Q1 2020 May 12, 2020	BUY	$24.42 - $50.13 $244 - $501	10 Added 83.33%	22 $1,000
Q4 2019 Feb 07, 2020	BUY	$42.63 - $46.3 $511 - $555	12 New	12 $1,000

458

264M

3.21M

5.28M

Ticker SLF
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 586,121,984
Market Cap $35.9B
Description
Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...

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