Arkadios Wealth Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,642
| Closed | -$849K | – | 1137 |
|
|
2024
Q4 | $849K | Sell |
27,642
-14,199
| -34% | -$436K | 0.05% | 370 |
|
|
2024
Q3 | $1.24M | Buy |
41,841
+547
| +1% | +$16.2K | 0.07% | 277 |
|
|
2024
Q2 | $1.1M | Buy |
+41,294
| New | +$1.1M | 0.07% | 263 |
|
|
2021
Q4 | – | Sell |
-265
| Closed | -$5K | – | 1284 |
|
|
2021
Q3 | $5K | Hold |
265
| – | – | ﹤0.01% | 1603 |
|
|
2021
Q2 | $5K | Hold |
265
| – | – | ﹤0.01% | 1733 |
|
|
2021
Q1 | $5K | Buy |
265
+46
| +21% | +$868 | ﹤0.01% | 1368 |
|
|
2020
Q4 | $3K | Hold |
219
| – | – | ﹤0.01% | 1212 |
|
|
2020
Q3 | $3.12K | Hold |
219
| – | – | ﹤0.01% | 903 |
|
|
2020
Q2 | $3.02K | Sell |
219
-8
| -4% | -$110 | ﹤0.01% | 843 |
|
|
2020
Q1 | $2.85K | Sell |
227
-77
| -25% | -$966 | ﹤0.01% | 879 |
|
|
2019
Q4 | $6K | Buy |
+304
| New | +$6K | ﹤0.01% | 679 |
|