DWM
Doyle Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $239K | Hold |
15,225
| – | – | 0.02% | 187 |
|
|
2022
Q2 | $264K | Hold |
15,225
| – | – | 0.02% | 184 |
|
|
2022
Q1 | $325K | Hold |
15,225
| – | – | 0.02% | 193 |
|
|
2021
Q4 | $290K | Hold |
15,225
| – | – | 0.02% | 191 |
|
|
2021
Q3 | $293K | Hold |
15,225
| – | – | 0.02% | 186 |
|
|
2021
Q2 | $300K | Sell |
15,225
-1,000
| -6% | -$19.7K | 0.02% | 180 |
|
|
2021
Q1 | $349K | Sell |
16,225
-1,000
| -6% | -$21.5K | 0.03% | 162 |
|
|
2020
Q4 | $307K | Sell |
17,225
-6,400
| -27% | -$114K | 0.03% | 166 |
|
|
2020
Q3 | $329K | Hold |
23,625
| – | – | 0.04% | 144 |
|
|
2020
Q2 | $322K | Sell |
23,625
-1,000
| -4% | -$13.6K | 0.04% | 135 |
|
|
2020
Q1 | $309K | Hold |
24,625
| – | – | 0.05% | 133 |
|
|
2019
Q4 | $500K | Hold |
24,625
| – | – | 0.06% | 121 |
|
|
2019
Q3 | $452K | Hold |
24,625
| – | – | 0.06% | 126 |
|
|
2019
Q2 | $448K | Hold |
24,625
| – | – | 0.06% | 120 |
|
|
2019
Q1 | $437K | Buy |
24,625
+300
| +1% | +$5.32K | 0.06% | 119 |
|
|
2018
Q4 | $345K | Hold |
24,325
| – | – | 0.06% | 131 |
|
|
2018
Q3 | $435K | Sell |
24,325
-109
| -0.4% | -$1.95K | 0.07% | 119 |
|
|
2018
Q2 | $439K | Buy |
24,434
+109
| +0.4% | +$1.96K | 0.07% | 119 |
|
|
2018
Q1 | $452K | Buy |
24,325
+578
| +2% | +$10.7K | 0.08% | 106 |
|
|
2017
Q4 | $495K | Buy |
+23,747
| New | +$495K | 0.08% | 100 |
|