Caldwell Trust’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Hold |
853
|
|
||||
|
2025
Q1 | $26.6K | Hold |
853
|
|
||||
|
2024
Q4 | $26.2K | Hold |
853
|
|
||||
|
2024
Q3 | $25.2K | Hold |
853
|
|
||||
|
2024
Q2 | $22.7K | Sell |
853
-187
|
|
||||
|
2024
Q1 | $26K | Hold |
1,040
|
|
||||
|
2023
Q4 | $23K | Hold |
1,040
|
|
||||
|
2023
Q3 | $19K | Hold |
1,040
|
|
||||
|
2023
Q2 | $19.7K | Buy |
1,040
+553
|
|
||||
|
2023
Q1 | $8.94K | Buy |
+487
|
|
||||
|
2020
Q2 | – | Sell |
-3,078
|
|
||||
|
2020
Q1 | $38.6K | Hold |
3,078
|
|
||||
|
2019
Q4 | $62.5K | Buy |
+3,078
|
|