Balasa Dinverno & Foltz’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $185K | Buy |
11,779
+195
| +2% | +$3.06K | 0.01% | 326 |
|
|
2022
Q2 | $201K | Buy |
11,584
+203
| +2% | +$3.52K | 0.01% | 324 |
|
|
2022
Q1 | $243K | Hold |
11,381
| – | – | 0.02% | 310 |
|
|
2021
Q4 | $217K | Hold |
11,381
| – | – | 0.01% | 323 |
|
|
2021
Q3 | $219K | Hold |
11,381
| – | – | 0.02% | 307 |
|
|
2021
Q2 | $224K | Hold |
11,381
| – | – | 0.02% | 304 |
|
|
2021
Q1 | $245K | Sell |
11,381
-625
| -5% | -$13.5K | 0.02% | 269 |
|
|
2020
Q4 | $214K | Buy |
+12,006
| New | +$214K | 0.02% | 275 |
|