BCWM
Bartlett & Co Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
40,423
| – | – | 0.02% | 236 |
|
|
2025
Q1 | $1.26M | Hold |
40,423
| – | – | 0.02% | 234 |
|
|
2024
Q4 | $1.24M | Hold |
40,423
| – | – | 0.02% | 233 |
|
|
2024
Q3 | $1.19M | Hold |
40,423
| – | – | 0.02% | 236 |
|
|
2024
Q2 | $1.08M | Hold |
40,423
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $1.01M | Sell |
40,423
-134
| -0.3% | -$3.35K | 0.02% | 266 |
|
|
2023
Q4 | $896K | Hold |
40,557
| – | – | 0.01% | 287 |
|
|
2023
Q3 | $741K | Hold |
40,557
| – | – | 0.01% | 298 |
|
|
2023
Q2 | $767K | Hold |
40,557
| – | – | 0.01% | 300 |
|
|
2023
Q1 | $745K | Hold |
40,557
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $724K | Sell |
40,557
-685
| -2% | -$12.2K | 0.01% | 250 |
|
|
2022
Q3 | $646K | Sell |
41,242
-1,638
| -4% | -$25.7K | 0.01% | 248 |
|
|
2022
Q2 | $743K | Buy |
42,880
+1
| +0% | +$17 | 0.02% | 241 |
|
|
2022
Q1 | $915K | Hold |
42,879
| – | – | 0.02% | 233 |
|
|
2021
Q4 | $818K | Sell |
42,879
-1
| -0% | -$19 | 0.01% | 248 |
|
|
2021
Q3 | $825K | Sell |
42,880
-325
| -0.8% | -$6.25K | 0.02% | 221 |
|
|
2021
Q2 | $851K | Hold |
43,205
| – | – | 0.02% | 219 |
|
|
2021
Q1 | $929K | Hold |
43,205
| – | – | 0.02% | 207 |
|
|
2020
Q4 | $770K | Sell |
43,205
-5,200
| -11% | -$92.7K | 0.02% | 220 |
|
|
2020
Q3 | $673K | Hold |
48,405
| – | – | 0.02% | 220 |
|
|
2020
Q2 | $659K | Hold |
48,405
| – | – | 0.02% | 219 |
|
|
2020
Q1 | $607K | Hold |
48,405
| – | – | 0.02% | 214 |
|
|
2019
Q4 | $982K | Buy |
48,405
+770
| +2% | +$15.6K | 0.02% | 211 |
|
|
2019
Q3 | $875K | Buy |
47,635
+775
| +2% | +$14.2K | 0.02% | 214 |
|
|
2019
Q2 | $852K | Buy |
46,860
+295
| +0.6% | +$5.36K | 0.03% | 178 |
|
|
2019
Q1 | $787K | Buy |
46,565
+85
| +0.2% | +$1.44K | 0.03% | 178 |
|
|
2018
Q4 | $660K | Hold |
46,480
| – | – | 0.03% | 184 |
|
|
2018
Q3 | $831K | Sell |
46,480
-400
| -0.9% | -$7.15K | 0.03% | 180 |
|
|
2018
Q2 | $842K | Hold |
46,880
| – | – | 0.03% | 171 |
|
|
2018
Q1 | $871K | Buy |
+46,880
| New | +$871K | 0.04% | 167 |
|