Beverly Hills Private Wealth’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
14,261
-1,188
| -8% | -$38K | 0.09% | 191 |
|
|
2025
Q1 | $481K | Sell |
15,449
-109
| -0.7% | -$3.4K | 0.1% | 184 |
|
|
2024
Q4 | $478K | Sell |
15,558
-586
| -4% | -$18K | 0.1% | 178 |
|
|
2024
Q3 | $477K | Sell |
16,144
-3,293
| -17% | -$97.3K | 0.1% | 193 |
|
|
2024
Q2 | $517K | Sell |
19,437
-1,558
| -7% | -$41.5K | 0.11% | 181 |
|
|
2024
Q1 | $525K | Sell |
20,995
-1,170
| -5% | -$29.2K | 0.12% | 185 |
|
|
2023
Q4 | $490K | Sell |
22,165
-844
| -4% | -$18.7K | 0.13% | 170 |
|
|
2023
Q3 | $421K | Sell |
23,009
-23,674
| -51% | -$433K | 0.13% | 176 |
|
|
2023
Q2 | $906K | Buy |
46,683
+22,792
| +95% | +$442K | 0.15% | 152 |
|
|
2023
Q1 | $439K | Buy |
23,891
+2,761
| +13% | +$50.7K | 0.14% | 165 |
|
|
2022
Q4 | $377K | Buy |
+21,130
| New | +$377K | 0.16% | 136 |
|