BTWM
Baker Tilly Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,247
| Closed | -$486K | – | 268 |
|
|
2024
Q2 | $486K | Sell |
18,247
-10,020
| -35% | -$267K | 0.2% | 123 |
|
|
2024
Q1 | $706K | Sell |
28,267
-1,857
| -6% | -$46.4K | 0.13% | 171 |
|
|
2023
Q4 | $666K | Buy |
30,124
+7
| +0% | +$155 | 0.11% | 210 |
|
|
2023
Q3 | $551K | Sell |
30,117
-247
| -0.8% | -$4.52K | 0.09% | 235 |
|
|
2023
Q2 | $574K | Buy |
30,364
+12
| +0% | +$227 | 0.06% | 302 |
|
|
2023
Q1 | $557K | Sell |
30,352
-82
| -0.3% | -$1.51K | 0.06% | 304 |
|
|
2022
Q4 | $543K | Sell |
30,434
-47
| -0.2% | -$838 | 0.07% | 299 |
|
|
2022
Q3 | $478K | Sell |
30,481
-58
| -0.2% | -$910 | 0.07% | 297 |
|
|
2022
Q2 | $529K | Buy |
30,539
+13
| +0% | +$225 | 0.07% | 287 |
|
|
2022
Q1 | $652K | Sell |
30,526
-17
| -0.1% | -$363 | 0.07% | 274 |
|
|
2021
Q4 | $582K | Buy |
30,543
+14,155
| +86% | +$270K | 0.06% | 322 |
|
|
2021
Q3 | $315K | Sell |
16,388
-57
| -0.3% | -$1.1K | 0.04% | 413 |
|
|
2021
Q2 | $324K | Buy |
16,445
+57
| +0.3% | +$1.12K | 0.05% | 379 |
|
|
2021
Q1 | $352K | Hold |
16,388
| – | – | 0.07% | 321 |
|
|
2020
Q4 | $292K | Buy |
+16,388
| New | +$292K | 0.09% | 244 |
|