DWA
Dougherty Wealth Advisers’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-892
| Closed | -$18K | – | 173 |
|
|
2019
Q4 | $18K | Hold |
892
| – | – | 0.06% | 152 |
|
|
2019
Q3 | $16K | Hold |
892
| – | – | 0.05% | 156 |
|
|
2019
Q2 | $16K | Hold |
892
| – | – | 0.05% | 189 |
|
|
2019
Q1 | $15K | Hold |
892
| – | – | 0.05% | 163 |
|
|
2018
Q4 | $14K | Buy |
+892
| New | +$14K | 0.05% | 173 |
|