CIM
Caldwell Investment Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-77,200
| Closed | -$2.37M | – | 30 |
|
|
2025
Q1 | $2.37M | Sell |
77,200
-103,800
| -57% | -$3.18M | 1.75% | 11 |
|
|
2024
Q4 | $5.53M | Hold |
181,000
| – | – | 3.73% | 6 |
|
|
2024
Q3 | $5.34M | Sell |
181,000
-33,800
| -16% | -$998K | 3.75% | 8 |
|
|
2024
Q2 | $5.71M | Buy |
214,800
+58,100
| +37% | +$1.55M | 4.3% | 7 |
|
|
2024
Q1 | $3.91M | Buy |
+156,700
| New | +$3.91M | 2.91% | 9 |
|