Baystate Wealth Management’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $127K | Buy |
5,751
+60
| +1% | +$1.33K | 0.01% | 253 |
|
|
2023
Q3 | $104K | Buy |
5,691
+65
| +1% | +$1.19K | 0.01% | 250 |
|
|
2023
Q2 | $106K | Buy |
5,626
+68
| +1% | +$1.29K | 0.01% | 249 |
|
|
2023
Q1 | $102K | Buy |
5,558
+938
| +20% | +$17.2K | 0.01% | 248 |
|
|
2022
Q4 | $82K | Buy |
4,620
+127
| +3% | +$2.25K | 0.01% | 275 |
|
|
2022
Q3 | $70K | Buy |
4,493
+56
| +1% | +$872 | 0.01% | 270 |
|
|
2022
Q2 | $77K | Buy |
4,437
+56
| +1% | +$972 | 0.01% | 267 |
|
|
2022
Q1 | $94K | Buy |
4,381
+46
| +1% | +$987 | 0.01% | 249 |
|
|
2021
Q4 | $83K | Buy |
4,335
+51
| +1% | +$976 | 0.01% | 263 |
|
|
2021
Q3 | $82K | Buy |
4,284
+43
| +1% | +$823 | 0.01% | 242 |
|
|
2021
Q2 | $84K | Sell |
4,241
-2,650
| -38% | -$52.5K | 0.01% | 228 |
|
|
2021
Q1 | $148K | Buy |
6,891
+60
| +0.9% | +$1.29K | 0.02% | 155 |
|
|
2020
Q4 | $122K | Sell |
6,831
-164
| -2% | -$2.93K | 0.01% | 158 |
|
|
2020
Q3 | $97K | Buy |
6,995
+6,185
| +764% | +$85.8K | 0.01% | 161 |
|
|
2020
Q2 | $11K | Sell |
810
-316
| -28% | -$4.29K | ﹤0.01% | 380 |
|
|
2020
Q1 | $14K | Buy |
1,126
+13
| +1% | +$162 | ﹤0.01% | 335 |
|
|
2019
Q4 | $23K | Buy |
1,113
+321
| +41% | +$6.63K | ﹤0.01% | 307 |
|
|
2019
Q3 | $15K | Sell |
792
-243
| -23% | -$4.6K | ﹤0.01% | 322 |
|
|
2019
Q2 | $19K | Buy |
1,035
+4
| +0.4% | +$73 | ﹤0.01% | 307 |
|
|
2019
Q1 | $19K | Buy |
1,031
+7
| +0.7% | +$129 | ﹤0.01% | 312 |
|
|
2018
Q4 | $16K | Buy |
1,024
+8
| +0.8% | +$125 | ﹤0.01% | 327 |
|
|
2018
Q3 | $16K | Buy |
1,016
+291
| +40% | +$4.58K | ﹤0.01% | 322 |
|
|
2018
Q2 | $13K | Buy |
725
+296
| +69% | +$5.31K | ﹤0.01% | 340 |
|
|
2018
Q1 | $8K | Buy |
429
+190
| +79% | +$3.54K | ﹤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 | +$4K | ﹤0.01% | 374 |
|