Glassman Wealth Services’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,189
| Closed | -$48.4K | – | 1149 |
|
|
2023
Q4 | $48.4K | Buy |
2,189
+413
| +23% | +$7.93K | 0.01% | 460 |
|
|
2023
Q3 | $32.5K | Buy |
1,776
+384
| +28% | +$7.26K | 0.01% | 533 |
|
|
2023
Q2 | $26.3K | Buy |
1,392
+63
| +5% | +$1.2K | ﹤0.01% | 559 |
|
|
2023
Q1 | $24.4K | Sell |
1,329
-24
| -2% | -$456 | ﹤0.01% | 590 |
|
|
2022
Q4 | $24.1K | Buy |
1,353
+187
| +16% | +$3.19K | ﹤0.01% | 618 |
|
|
2022
Q3 | $18K | Sell |
1,166
-2,661
| -70% | -$46.7K | ﹤0.01% | 647 |
|
|
2022
Q2 | $66K | Sell |
3,827
-444
| -10% | -$8.39K | 0.01% | 336 |
|
|
2022
Q1 | $91K | Buy |
4,271
+4
| +0.1% | +$82 | 0.02% | 278 |
|
|
2021
Q4 | $81K | Buy |
4,267
+448
| +12% | +$8.67K | 0.01% | 279 |
|
|
2021
Q3 | $73K | Buy |
3,819
+182
| +5% | +$3.54K | 0.02% | 289 |
|
|
2021
Q2 | $72K | Buy |
3,637
+52
| +1% | +$1.09K | 0.02% | 290 |
|
|
2021
Q1 | $77K | Buy |
3,585
+48
| +1% | +$956 | 0.02% | 264 |
|
|
2020
Q4 | $63K | Buy |
3,537
+517
| +17% | +$8.25K | 0.01% | 302 |
|
|
2020
Q3 | $42K | Buy |
3,020
+178
| +6% | +$2.55K | 0.01% | 328 |
|
|
2020
Q2 | $39K | Buy |
2,842
+70
| +3% | +$881 | 0.01% | 282 |
|
|
2020
Q1 | $35K | Sell |
2,772
-26
| -0.9% | -$452 | 0.01% | 273 |
|
|
2019
Q4 | $57K | Buy |
2,798
+26
| +0.9% | +$497 | 0.02% | 243 |
|
|
2019
Q3 | $51K | Hold |
2,772
| – | – | 0.02% | 230 |
|
|
2019
Q2 | $50K | Sell |
2,772
-9,661
| -78% | -$172K | 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% | +$176K | 0.1% | 96 |
|
|
2018
Q2 | $50K | Hold |
2,772
| – | – | 0.02% | 189 |
|
|
2018
Q1 | $52K | Sell |
2,772
-193
| -7% | -$3.86K | 0.03% | 174 |
|
|
2017
Q4 | $62K | Buy |
2,965
+193
| +7% | +$4.01K | 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% | 146 |
|
|
2015
Q1 | $47K | Hold |
2,772
| – | – | 0.04% | 154 |
|
|
2014
Q4 | $53K | Buy |
+2,772
| New | +$52.5K | 0.04% | 153 |
|
Other funds holding MFC
BGC
