EWM
Evercore Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-550
| Closed | -$11K | – | 620 |
|
|
2017
Q4 | $11K | Hold |
550
| – | – | ﹤0.01% | 801 |
|
|
2017
Q3 | $11K | Hold |
550
| – | – | ﹤0.01% | 781 |
|
|
2017
Q2 | $10K | Buy |
550
+378
| +220% | +$6.87K | ﹤0.01% | 819 |
|
|
2017
Q1 | $3K | Hold |
172
| – | – | ﹤0.01% | 928 |
|
|
2016
Q4 | $3K | Buy |
+172
| New | +$3K | ﹤0.01% | 928 |
|
|
2015
Q3 | – | Sell |
-155
| Closed | -$3K | – | 1024 |
|
|
2015
Q2 | $3K | Buy |
+155
| New | +$3K | ﹤0.01% | 1015 |
|
|
2013
Q4 | – | Sell |
-300
| Closed | -$5K | – | 935 |
|
|
2013
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 850 |
|