Glassman Wealth Services’s Manulife Financial MFC Stock Holding History

Glassman Wealth Services’s Portfolio MFC Stock Details MFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,189	Closed	-$48.4K	–	1149
2023 Q4	$48.4K	Buy	2,189 +413	+23%	+$9.13K	0.01%	460
2023 Q3	$32.5K	Buy	1,776 +384	+28%	+$7.02K	0.01%	533
2023 Q2	$26.3K	Buy	1,392 +63	+5%	+$1.19K	﹤0.01%	559
2023 Q1	$24.4K	Sell	1,329 -24	-2%	-$441	﹤0.01%	590
2022 Q4	$24.1K	Buy	1,353 +187	+16%	+$3.34K	﹤0.01%	618
2022 Q3	$18K	Sell	1,166 -2,661	-70%	-$41.1K	﹤0.01%	647
2022 Q2	$66K	Sell	3,827 -444	-10%	-$7.66K	0.01%	336
2022 Q1	$91K	Buy	4,271 +4	+0.1%	+$85	0.02%	278
2021 Q4	$81K	Buy	4,267 +448	+12%	+$8.5K	0.01%	279
2021 Q3	$73K	Buy	3,819 +182	+5%	+$3.48K	0.02%	289
2021 Q2	$72K	Buy	3,637 +52	+1%	+$1.03K	0.02%	290
2021 Q1	$77K	Buy	3,585 +48	+1%	+$1.03K	0.02%	264
2020 Q4	$63K	Buy	3,537 +517	+17%	+$9.21K	0.01%	302
2020 Q3	$42K	Buy	3,020 +178	+6%	+$2.48K	0.01%	328
2020 Q2	$39K	Buy	2,842 +70	+3%	+$961	0.01%	282
2020 Q1	$35K	Sell	2,772 -26	-0.9%	-$328	0.01%	273
2019 Q4	$57K	Buy	2,798 +26	+0.9%	+$530	0.02%	243
2019 Q3	$51K	Hold	2,772	–	–	0.02%	230
2019 Q2	$50K	Sell	2,772 -9,661	-78%	-$174K	0.02%	237
2019 Q1	$210K	Hold	12,433	–	–	0.09%	106
2018 Q4	$176K	Hold	12,433	–	–	0.09%	105
2018 Q3	$222K	Buy	12,433 +9,661	+349%	+$173K	0.1%	96
2018 Q2	$50K	Hold	2,772	–	–	0.02%	189
2018 Q1	$52K	Sell	2,772 -193	-7%	-$3.62K	0.03%	174
2017 Q4	$62K	Buy	2,965 +193	+7%	+$4.04K	0.04%	151
2017 Q3	$56K	Hold	2,772	–	–	0.04%	149
2017 Q2	$52K	Hold	2,772	–	–	0.03%	153
2017 Q1	$49K	Hold	2,772	–	–	0.03%	166
2016 Q4	$49K	Hold	2,772	–	–	0.03%	175
2016 Q3	$39K	Hold	2,772	–	–	0.03%	161
2016 Q2	$38K	Hold	2,772	–	–	0.03%	159
2016 Q1	$39K	Hold	2,772	–	–	0.04%	151
2015 Q4	$42K	Hold	2,772	–	–	0.04%	154
2015 Q3	$43K	Hold	2,772	–	–	0.04%	153
2015 Q2	$52K	Hold	2,772	–	–	0.04%	145
2015 Q1	$47K	Hold	2,772	–	–	0.04%	152
2014 Q4	$53K	Buy	+2,772	New	+$53K	0.04%	151