BerganKDV 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
Q2 | $12.3K | Buy |
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|
2023
Q1 | $11.9K | Buy |
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|
2022
Q4 | $11.3K | Buy |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $5K | Sell |
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|
2020
Q2 | $34K | Sell |
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|
2020
Q1 | $33K | Sell |
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|
2019
Q4 | $81K | Buy |
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|
2019
Q3 | $44K | Hold |
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|
2019
Q2 | $44K | Hold |
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|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $34K | Hold |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $43K | Buy |
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