BerganKDV Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $12.3K | Buy |
653
+7
| +1% | +$132 | ﹤0.01% | 538 |
|
|
2023
Q1 | $11.9K | Buy |
646
+10
| +2% | +$184 | ﹤0.01% | 581 |
|
|
2022
Q4 | $11.3K | Buy |
636
+49
| +8% | +$874 | ﹤0.01% | 562 |
|
|
2022
Q3 | $9K | Buy |
587
+60
| +11% | +$920 | ﹤0.01% | 588 |
|
|
2022
Q2 | $9K | Buy |
527
+280
| +113% | +$4.78K | ﹤0.01% | 607 |
|
|
2022
Q1 | $5K | Hold |
247
| – | – | ﹤0.01% | 728 |
|
|
2021
Q4 | $5K | Hold |
247
| – | – | ﹤0.01% | 780 |
|
|
2021
Q3 | $5K | Hold |
247
| – | – | ﹤0.01% | 750 |
|
|
2021
Q2 | $5K | Hold |
247
| – | – | ﹤0.01% | 703 |
|
|
2021
Q1 | $5K | Hold |
247
| – | – | ﹤0.01% | 669 |
|
|
2020
Q4 | $4K | Sell |
247
-117
| -32% | -$1.9K | ﹤0.01% | 697 |
|
|
2020
Q3 | $5K | Sell |
364
-2,167
| -86% | -$29.8K | ﹤0.01% | 585 |
|
|
2020
Q2 | $34K | Sell |
2,531
-109
| -4% | -$1.46K | 0.01% | 393 |
|
|
2020
Q1 | $33K | Sell |
2,640
-1,345
| -34% | -$16.8K | 0.01% | 369 |
|
|
2019
Q4 | $81K | Buy |
3,985
+1,571
| +65% | +$31.9K | 0.01% | 297 |
|
|
2019
Q3 | $44K | Hold |
2,414
| – | – | 0.01% | 345 |
|
|
2019
Q2 | $44K | Hold |
2,414
| – | – | 0.01% | 342 |
|
|
2019
Q1 | $41K | Hold |
2,414
| – | – | 0.01% | 365 |
|
|
2018
Q4 | $34K | Hold |
2,414
| – | – | 0.01% | 342 |
|
|
2018
Q3 | $43K | Hold |
2,414
| – | – | 0.01% | 337 |
|
|
2018
Q2 | $43K | Buy |
+2,414
| New | +$43K | 0.01% | 336 |
|