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