EverSource Wealth Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
9,886
+3,375
| +52% | +$108K | 0.01% | 646 |
|
|
2025
Q1 | $203K | Buy |
6,511
+451
| +7% | +$14K | 0.01% | 653 |
|
|
2024
Q4 | $186K | Buy |
6,060
+294
| +5% | +$9.03K | 0.01% | 680 |
|
|
2024
Q3 | $170K | Sell |
5,766
-3,141
| -35% | -$92.8K | 0.01% | 616 |
|
|
2024
Q2 | $237K | Buy |
8,907
+339
| +4% | +$9.03K | 0.02% | 500 |
|
|
2024
Q1 | $200K | Buy |
8,568
+1,845
| +27% | +$43K | 0.02% | 490 |
|
|
2023
Q4 | $149K | Buy |
6,723
+5,637
| +519% | +$125K | 0.01% | 510 |
|
|
2023
Q3 | $19.9K | Sell |
1,086
-1,581
| -59% | -$28.9K | ﹤0.01% | 1129 |
|
|
2023
Q2 | $50.4K | Buy |
+2,667
| New | +$50.4K | 0.01% | 835 |
|
|
2023
Q1 | – | Sell |
-29
| Closed | -$517 | – | 2474 |
|
|
2022
Q4 | $517 | Sell |
29
-110
| -79% | -$1.96K | ﹤0.01% | 2201 |
|
|
2022
Q3 | $2K | Sell |
139
-3,524
| -96% | -$50.7K | ﹤0.01% | 1696 |
|
|
2022
Q2 | $64K | Buy |
3,663
+3,197
| +686% | +$55.9K | 0.02% | 532 |
|
|
2022
Q1 | $10K | Hold |
466
| – | – | ﹤0.01% | 973 |
|
|
2021
Q4 | $9K | Buy |
+466
| New | +$9K | ﹤0.01% | 1005 |
|