First Trust Direct Indexing’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,064
| Closed | -$918K | – | 556 |
|
|
2024
Q3 | $918K | Sell |
31,064
-4,781
| -13% | -$141K | 0.05% | 375 |
|
|
2024
Q2 | $954K | Buy |
35,845
+991
| +3% | +$26.4K | 0.06% | 315 |
|
|
2024
Q1 | $871K | Buy |
34,854
+2,970
| +9% | +$74.2K | 0.06% | 325 |
|
|
2023
Q4 | $705K | Sell |
31,884
-674
| -2% | -$14.9K | 0.06% | 349 |
|
|
2023
Q3 | $595K | Buy |
32,558
+4,105
| +14% | +$75K | 0.07% | 342 |
|
|
2023
Q2 | $538K | Sell |
28,453
-1,744
| -6% | -$33K | 0.06% | 392 |
|
|
2023
Q1 | $554K | Buy |
30,197
+2,259
| +8% | +$41.5K | 0.07% | 367 |
|
|
2022
Q4 | $498K | Sell |
27,938
-1,518
| -5% | -$27.1K | 0.07% | 384 |
|
|
2022
Q3 | $462K | Buy |
29,456
+4,112
| +16% | +$64.5K | 0.07% | 365 |
|
|
2022
Q2 | $439K | Buy |
25,344
+875
| +4% | +$15.2K | 0.06% | 376 |
|
|
2022
Q1 | $522K | Buy |
24,469
+1,891
| +8% | +$40.3K | 0.06% | 365 |
|
|
2021
Q4 | $431K | Sell |
22,578
-38
| -0.2% | -$725 | 0.06% | 390 |
|
|
2021
Q3 | $435K | Buy |
+22,616
| New | +$435K | 0.06% | 381 |
|
|
2021
Q1 | – | Sell |
-149
| Closed | -$3K | – | 740 |
|
|
2020
Q4 | $3K | Buy |
+149
| New | +$3K | ﹤0.01% | 1073 |
|