Caldwell Investment Management’s Manulife Financial MFC Stock Holding History

Caldwell Investment Management’s Portfolio MFC Stock Details MFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$2.37M	Sell
2024 Q4	$5.53M	Hold
2024 Q3	$5.34M	Sell
2024 Q2	$5.71M	Buy
2024 Q1	$3.91M	Buy