AWM
AllSquare Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9K | Hold |
684
| – | – | 0.01% | 309 |
|
|
2025
Q1 | $21.3K | Hold |
684
| – | – | 0.01% | 298 |
|
|
2024
Q4 | $21K | Hold |
684
| – | – | 0.01% | 307 |
|
|
2024
Q3 | $20.2K | Hold |
684
| – | – | 0.01% | 312 |
|
|
2024
Q2 | $18.2K | Sell |
684
-40
| -6% | -$1.07K | 0.01% | 312 |
|
|
2024
Q1 | $18.1K | Hold |
724
| – | – | 0.01% | 316 |
|
|
2023
Q4 | $16K | Hold |
724
| – | – | 0.01% | 324 |
|
|
2023
Q3 | $13.2K | Hold |
724
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $13.6K | Hold |
724
| – | – | 0.01% | 345 |
|
|
2023
Q1 | $13.3K | Hold |
724
| – | – | 0.01% | 342 |
|
|
2022
Q4 | $12.9K | Hold |
724
| – | – | 0.01% | 333 |
|
|
2022
Q3 | $11K | Hold |
724
| – | – | 0.01% | 346 |
|
|
2022
Q2 | $13K | Hold |
724
| – | – | 0.01% | 340 |
|
|
2022
Q1 | $15K | Hold |
724
| – | – | 0.01% | 343 |
|
|
2021
Q4 | $14K | Hold |
724
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $14K | Buy |
724
+684
| +1,710% | +$13.2K | 0.01% | 341 |
|
|
2021
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 485 |
|
|
2021
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 481 |
|
|
2020
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 448 |
|
|
2020
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 451 |
|
|
2020
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 453 |
|
|
2020
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 432 |
|
|
2019
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 436 |
|
|
2019
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 440 |
|
|
2019
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 444 |
|
|
2019
Q1 | $1K | Sell |
40
-1,250
| -97% | -$31.3K | ﹤0.01% | 450 |
|
|
2018
Q4 | $18K | Hold |
1,290
| – | – | 0.01% | 254 |
|
|
2018
Q3 | $23K | Sell |
1,290
-925
| -42% | -$16.5K | 0.02% | 252 |
|
|
2018
Q2 | $40K | Buy |
2,215
+2,175
| +5,438% | +$39.3K | 0.03% | 196 |
|
|
2018
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 386 |
|
|
2017
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 376 |
|
|
2017
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 355 |
|
|
2017
Q2 | – | Sell |
-40
| Closed | -$1K | – | 310 |
|
|
2017
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 354 |
|
|
2016
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 328 |
|
|
2016
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 309 |
|
|
2016
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 292 |
|
|
2016
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 295 |
|
|
2015
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 295 |
|
|
2015
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 301 |
|
|
2015
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 321 |
|
|
2015
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 314 |
|
|
2014
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 308 |
|