Graves Light Lenhart Wealth’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,891
| Closed | -$50K | – | 405 |
|
|
2022
Q2 | $50K | Hold |
2,891
| – | – | 0.01% | 304 |
|
|
2022
Q1 | $62K | Hold |
2,891
| – | – | 0.01% | 328 |
|
|
2021
Q4 | $55K | Hold |
2,891
| – | – | 0.01% | 386 |
|
|
2021
Q3 | $56K | Sell |
2,891
-2,124
| -42% | -$41.1K | 0.01% | 357 |
|
|
2021
Q2 | $99K | Sell |
5,015
-1,038
| -17% | -$20.5K | 0.02% | 282 |
|
|
2021
Q1 | $130K | Hold |
6,053
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $108K | Buy |
+6,053
| New | +$108K | 0.02% | 251 |
|