BWP
Baldwin Wealth Partners’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,268
| Closed | -$67K | – | 706 |
|
|
2024
Q3 | $67K | Sell |
2,268
-1,182
| -34% | -$34.9K | ﹤0.01% | 484 |
|
|
2024
Q2 | $91.8K | Hold |
3,450
| – | – | 0.01% | 272 |
|
|
2024
Q1 | $86.2K | Hold |
3,450
| – | – | 0.01% | 289 |
|
|
2023
Q4 | $76.2K | Hold |
3,450
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $63.1K | Hold |
3,450
| – | – | 0.01% | 365 |
|
|
2023
Q2 | $65.2K | Hold |
3,450
| – | – | 0.01% | 377 |
|
|
2023
Q1 | $63.3K | Hold |
3,450
| – | – | 0.01% | 393 |
|
|
2022
Q4 | $61.5K | Buy |
3,450
+268
| +8% | +$4.78K | 0.01% | 388 |
|
|
2022
Q3 | $50K | Buy |
3,182
+402
| +14% | +$6.32K | 0.01% | 332 |
|
|
2022
Q2 | $48K | Hold |
2,780
| – | – | 0.01% | 359 |
|
|
2022
Q1 | $59K | Hold |
2,780
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $53K | Hold |
2,780
| – | – | 0.01% | 337 |
|
|
2021
Q3 | $53K | Hold |
2,780
| – | – | 0.01% | 341 |
|
|
2021
Q2 | $55K | Hold |
2,780
| – | – | 0.01% | 344 |
|
|
2021
Q1 | $60K | Hold |
2,780
| – | – | 0.01% | 324 |
|
|
2020
Q4 | $50K | Hold |
2,780
| – | – | 0.01% | 320 |
|
|
2020
Q3 | $39K | Buy |
+2,780
| New | +$39K | 0.01% | 323 |
|
|
2018
Q4 | – | Sell |
-311,115
| Closed | -$5.56M | – | 528 |
|
|
2018
Q3 | $5.56M | Buy |
311,115
+4,995
| +2% | +$89.3K | 0.78% | 41 |
|
|
2018
Q2 | $5.5M | Sell |
306,120
-3,250
| -1% | -$58.4K | 0.86% | 39 |
|
|
2018
Q1 | $5.75M | Sell |
309,370
-29,300
| -9% | -$544K | 0.93% | 40 |
|
|
2017
Q4 | $7.07M | Buy |
338,670
+3,605
| +1% | +$75.2K | 1.1% | 30 |
|
|
2017
Q3 | $6.8M | Sell |
335,065
-7,340
| -2% | -$149K | 1.09% | 32 |
|
|
2017
Q2 | $6.42M | Buy |
+342,405
| New | +$6.42M | 1.03% | 34 |
|