CWP
Cyndeo Wealth Partners’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
7,214
-66
| -0.9% | -$2.11K | 0.01% | 432 |
|
|
2025
Q1 | $227K | Sell |
7,280
-5,036
| -41% | -$157K | 0.01% | 419 |
|
|
2024
Q4 | $378K | Sell |
12,316
-932
| -7% | -$28.6K | 0.03% | 336 |
|
|
2024
Q3 | $391K | Sell |
13,248
-229,725
| -95% | -$6.79M | 0.03% | 328 |
|
|
2024
Q2 | $6.47M | Buy |
242,973
+10,270
| +4% | +$273K | 0.51% | 55 |
|
|
2024
Q1 | $5.82M | Sell |
232,703
-11,938
| -5% | -$298K | 0.48% | 64 |
|
|
2023
Q4 | $5.41M | Buy |
244,641
+37,659
| +18% | +$832K | 0.5% | 58 |
|
|
2023
Q3 | $3.78M | Buy |
206,982
+8,933
| +5% | +$163K | 0.39% | 86 |
|
|
2023
Q2 | $3.75M | Buy |
+198,049
| New | +$3.75M | 0.39% | 88 |
|