AE Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
8,308
+1,472
| +22% | +$47K | ﹤0.01% | 1164 |
|
|
2025
Q1 | $213K | Buy |
+6,836
| New | +$213K | ﹤0.01% | 1253 |
|
|
2024
Q1 | – | Sell |
-28,769
| Closed | -$629K | – | 1655 |
|
|
2023
Q4 | $629K | Sell |
28,769
-789
| -3% | -$17.2K | ﹤0.01% | 1322 |
|
|
2023
Q3 | $540K | Buy |
29,558
+2,635
| +10% | +$48.2K | ﹤0.01% | 1336 |
|
|
2023
Q2 | $509K | Sell |
26,923
-8,912
| -25% | -$169K | ﹤0.01% | 1385 |
|
|
2023
Q1 | $658K | Sell |
35,835
-9,722
| -21% | -$178K | ﹤0.01% | 1221 |
|
|
2022
Q4 | $813K | Buy |
45,557
+3,140
| +7% | +$56K | 0.01% | 1067 |
|
|
2022
Q3 | $665K | Sell |
42,417
-24,985
| -37% | -$392K | 0.01% | 1102 |
|
|
2022
Q2 | $1.17M | Buy |
67,402
+29,618
| +78% | +$513K | 0.01% | 834 |
|
|
2022
Q1 | $807K | Buy |
37,784
+7,912
| +26% | +$169K | 0.01% | 996 |
|
|
2021
Q4 | $570K | Buy |
29,872
+12,011
| +67% | +$229K | ﹤0.01% | 1203 |
|
|
2021
Q3 | $344K | Buy |
17,861
+6,841
| +62% | +$132K | ﹤0.01% | 1305 |
|
|
2021
Q2 | $217K | Buy |
11,020
+301
| +3% | +$5.93K | ﹤0.01% | 1469 |
|
|
2021
Q1 | $230K | Buy |
10,719
+692
| +7% | +$14.8K | ﹤0.01% | 1353 |
|
|
2020
Q4 | $179K | Buy |
+10,027
| New | +$179K | ﹤0.01% | 1282 |
|
|
2020
Q3 | – | Sell |
-11,171
| Closed | -$152K | – | 1315 |
|
|
2020
Q2 | $152K | Buy |
+11,171
| New | +$152K | ﹤0.01% | 1168 |
|
|
2020
Q1 | – | Sell |
-19,431
| Closed | -$394K | – | 1210 |
|
|
2019
Q4 | $394K | Buy |
+19,431
| New | +$394K | 0.01% | 809 |
|