GWM
GSB Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,050
| Closed | -$295K | – | 222 |
|
|
2023
Q1 | $295K | Sell |
16,050
-7,850
| -33% | -$144K | 0.1% | 166 |
|
|
2022
Q4 | $426K | Sell |
23,900
-7,500
| -24% | -$134K | 0.15% | 144 |
|
|
2022
Q3 | $492K | Hold |
31,400
| – | – | 0.18% | 144 |
|
|
2022
Q2 | $544K | Buy |
31,400
+300
| +1% | +$5.2K | 0.19% | 144 |
|
|
2022
Q1 | $664K | Sell |
31,100
-5,500
| -15% | -$117K | 0.19% | 145 |
|
|
2021
Q4 | $698K | Sell |
36,600
-12,500
| -25% | -$238K | 0.2% | 138 |
|
|
2021
Q3 | $945K | Sell |
49,100
-6,000
| -11% | -$115K | 0.49% | 64 |
|
|
2021
Q2 | $1.09M | Buy |
55,100
+15,850
| +40% | +$312K | 0.34% | 103 |
|
|
2021
Q1 | $844K | Buy |
+39,250
| New | +$844K | 0.28% | 110 |
|