GIM
Goelzer Investment Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+6,628
| New | +$212K | 0.01% | 239 |
|
|
2025
Q1 | – | Sell |
-7,240
| Closed | -$222K | – | 241 |
|
|
2024
Q4 | $222K | Hold |
7,240
| – | – | 0.01% | 232 |
|
|
2024
Q3 | $214K | Buy |
+7,240
| New | +$214K | 0.01% | 223 |
|
|
2023
Q1 | – | Sell |
-14,216
| Closed | -$254K | – | 232 |
|
|
2022
Q4 | $254K | Buy |
14,216
+318
| +2% | +$5.67K | 0.02% | 221 |
|
|
2022
Q3 | $218K | Buy |
13,898
+3,229
| +30% | +$50.6K | 0.02% | 218 |
|
|
2022
Q2 | $185K | Buy |
+10,669
| New | +$185K | 0.02% | 217 |
|
|
2020
Q4 | – | Sell |
-16,237
| Closed | -$226K | – | 232 |
|
|
2020
Q3 | $226K | Buy |
16,237
+2,397
| +17% | +$33.4K | 0.02% | 235 |
|
|
2020
Q2 | $189K | Hold |
13,840
| – | – | 0.02% | 234 |
|
|
2020
Q1 | $174K | Buy |
13,840
+1,000
| +8% | +$12.6K | 0.02% | 232 |
|
|
2019
Q4 | $261K | Sell |
12,840
-250
| -2% | -$5.08K | 0.02% | 231 |
|
|
2019
Q3 | $240K | Buy |
13,090
+250
| +2% | +$4.58K | 0.02% | 237 |
|
|
2019
Q2 | $233K | Sell |
12,840
-250
| -2% | -$4.54K | 0.02% | 245 |
|
|
2019
Q1 | $221K | Buy |
+13,090
| New | +$221K | 0.02% | 257 |
|