Buckingham Strategic Wealth’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $550K | Sell |
20,669
-1,292
| -6% | -$34.4K | 0.01% | 445 |
|
2024
Q1 | $549K | Sell |
21,961
-988
| -4% | -$24.7K | 0.01% | 437 |
|
2023
Q4 | $507K | Buy |
22,949
+1,678
| +8% | +$37.1K | 0.01% | 439 |
|
2023
Q3 | $389K | Sell |
21,271
-858
| -4% | -$15.7K | 0.01% | 477 |
|
2023
Q2 | $418K | Sell |
22,129
-1,350
| -6% | -$25.5K | 0.01% | 463 |
|
2023
Q1 | $419K | Hold |
23,479
| – | – | 0.01% | 420 |
|
2022
Q4 | $419K | Buy |
23,479
+729
| +3% | +$13K | 0.01% | 422 |
|
2022
Q3 | $356K | Sell |
22,750
-292
| -1% | -$4.57K | 0.01% | 435 |
|
2022
Q2 | $399K | Buy |
23,042
+1,611
| +8% | +$27.9K | 0.01% | 414 |
|
2022
Q1 | $458K | Sell |
21,431
-753
| -3% | -$16.1K | 0.01% | 382 |
|
2021
Q4 | $423K | Sell |
22,184
-1,987
| -8% | -$37.9K | 0.01% | 401 |
|
2021
Q3 | $465K | Buy |
24,171
+495
| +2% | +$9.52K | 0.01% | 370 |
|
2021
Q2 | $466K | Sell |
23,676
-76
| -0.3% | -$1.5K | 0.01% | 378 |
|
2021
Q1 | $511K | Buy |
23,752
+753
| +3% | +$16.2K | 0.03% | 324 |
|
2020
Q4 | $410K | Buy |
22,999
+1,373
| +6% | +$24.5K | 0.02% | 355 |
|
2020
Q3 | $301K | Buy |
21,626
+6,371
| +42% | +$88.7K | 0.02% | 367 |
|
2020
Q2 | $208K | Sell |
15,255
-8,358
| -35% | -$114K | 0.02% | 374 |
|
2020
Q1 | $296K | Buy |
23,613
+7,990
| +51% | +$100K | 0.03% | 344 |
|
2019
Q4 | $317K | Sell |
15,623
-2,187
| -12% | -$44.4K | 0.03% | 343 |
|
2019
Q3 | $327K | Sell |
17,810
-1,075
| -6% | -$19.7K | 0.04% | 307 |
|
2019
Q2 | $343K | Sell |
18,885
-2,062
| -10% | -$37.5K | 0.04% | 307 |
|
2019
Q1 | $354K | Sell |
20,947
-4,233
| -17% | -$71.5K | 0.04% | 286 |
|
2018
Q4 | $357K | Buy |
25,180
+402
| +2% | +$5.7K | 0.05% | 243 |
|
2018
Q3 | $443K | Buy |
24,778
+1,150
| +5% | +$20.6K | 0.07% | 208 |
|
2018
Q2 | $425K | Buy |
23,628
+6,425
| +37% | +$116K | 0.07% | 203 |
|
2018
Q1 | $320K | Buy |
+17,203
| New | +$320K | 0.06% | 231 |
|