CWC
Carolinas Wealth Consulting’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-169
| Closed | -$5.26K | – | 575 |
|
|
2025
Q1 | $5.26K | Buy |
169
+14
| +9% | +$436 | ﹤0.01% | 597 |
|
|
2024
Q4 | $4.76K | Hold |
155
| – | – | ﹤0.01% | 651 |
|
|
2024
Q3 | $4.58K | Hold |
155
| – | – | ﹤0.01% | 673 |
|
|
2024
Q2 | $4.13K | Buy |
155
+44
| +40% | +$1.17K | ﹤0.01% | 679 |
|
|
2024
Q1 | $2.77K | Buy |
+111
| New | +$2.77K | ﹤0.01% | 740 |
|
|
2022
Q3 | – | Sell |
-2,170
| Closed | -$38K | – | 921 |
|
|
2022
Q2 | $38K | Hold |
2,170
| – | – | 0.01% | 367 |
|
|
2022
Q1 | $46K | Buy |
2,170
+435
| +25% | +$9.22K | 0.01% | 366 |
|
|
2021
Q4 | $33K | Hold |
1,735
| – | – | 0.01% | 420 |
|
|
2021
Q3 | $33K | Hold |
1,735
| – | – | 0.01% | 400 |
|
|
2021
Q2 | $34K | Buy |
1,735
+970
| +127% | +$19K | 0.01% | 416 |
|
|
2021
Q1 | $16K | Buy |
+765
| New | +$16K | ﹤0.01% | 553 |
|