Baystate Wealth Management’s Manulife Financial MFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$127K	Buy	5,751 +60	+1%	+$1.15K	0.01%	253
2023 Q3	$104K	Buy	5,691 +65	+1%	+$1.23K	0.01%	250
2023 Q2	$106K	Buy	5,626 +68	+1%	+$1.3K	0.01%	249
2023 Q1	$102K	Buy	5,558 +938	+20%	+$17.8K	0.01%	248
2022 Q4	$82K	Buy	4,620 +127	+3%	+$2.17K	0.01%	275
2022 Q3	$70K	Buy	4,493 +56	+1%	+$982	0.01%	270
2022 Q2	$77K	Buy	4,437 +56	+1%	+$1.06K	0.01%	267
2022 Q1	$94K	Buy	4,381 +46	+1%	+$943	0.01%	249
2021 Q4	$83K	Buy	4,335 +51	+1%	+$987	0.01%	263
2021 Q3	$82K	Buy	4,284 +43	+1%	+$836	0.01%	242
2021 Q2	$84K	Sell	4,241 -2,650	-38%	-$55.5K	0.01%	228
2021 Q1	$148K	Buy	6,891 +60	+0.9%	+$1.2K	0.02%	155
2020 Q4	$122K	Sell	6,831 -164	-2%	-$2.62K	0.01%	158
2020 Q3	$97K	Buy	6,995 +6,185	+764%	+$88.6K	0.01%	161
2020 Q2	$11K	Sell	810 -316	-28%	-$3.98K	﹤0.01%	380
2020 Q1	$14K	Buy	1,126 +13	+1%	+$226	﹤0.01%	335
2019 Q4	$23K	Buy	1,113 +321	+41%	+$6.13K	﹤0.01%	307
2019 Q3	$15K	Sell	792 -243	-23%	-$4.29K	﹤0.01%	322
2019 Q2	$19K	Buy	1,035 +4	+0.4%	+$71	﹤0.01%	307
2019 Q1	$19K	Buy	1,031 +7	+0.7%	+$114	﹤0.01%	312
2018 Q4	$16K	Buy	1,024 +8	+0.8%	+$127	﹤0.01%	327
2018 Q3	$16K	Buy	1,016 +291	+40%	+$5.29K	﹤0.01%	322
2018 Q2	$13K	Buy	725 +296	+69%	+$5.58K	﹤0.01%	340
2018 Q1	$8K	Buy	429 +190	+79%	+$3.8K	﹤0.01%	379
2017 Q4	$5K	Hold	239	–	–	﹤0.01%	432
2017 Q3	$5K	Hold	239	–	–	﹤0.01%	413
2017 Q2	$4K	Hold	239	–	–	﹤0.01%	434
2017 Q1	$4K	Hold	239	–	–	﹤0.01%	407
2016 Q4	$4K	Buy	+239	New	+$3.89K	﹤0.01%	374