IAA
Independent Advisor Alliance’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
44,976
+4,179
| +10% | +$134K | 0.04% | 341 |
|
|
2025
Q1 | $1.27M | Sell |
40,797
-646
| -2% | -$20.1K | 0.04% | 330 |
|
|
2024
Q4 | $1.27M | Sell |
41,443
-140
| -0.3% | -$4.3K | 0.02% | 647 |
|
|
2024
Q3 | $1.23M | Sell |
41,583
-331
| -0.8% | -$9.78K | 0.04% | 291 |
|
|
2024
Q2 | $1.12M | Buy |
41,914
+7,862
| +23% | +$209K | 0.04% | 305 |
|
|
2024
Q1 | $851K | Buy |
34,052
+655
| +2% | +$16.4K | 0.03% | 350 |
|
|
2023
Q4 | $738K | Sell |
33,397
-1,802
| -5% | -$39.8K | 0.03% | 360 |
|
|
2023
Q3 | $643K | Buy |
35,199
+21,893
| +165% | +$400K | 0.03% | 366 |
|
|
2023
Q2 | $252K | Buy |
13,306
+2
| +0% | +$38 | 0.01% | 570 |
|
|
2023
Q1 | $244K | Buy |
13,304
+2
| +0% | +$37 | 0.01% | 566 |
|
|
2022
Q4 | $237 | Sell |
13,302
-606
| -4% | -$11 | ﹤0.01% | 372 |
|
|
2022
Q3 | $218K | Sell |
13,908
-1,248
| -8% | -$19.6K | 0.01% | 559 |
|
|
2022
Q2 | $263K | Buy |
+15,156
| New | +$263K | 0.01% | 511 |
|
|
2020
Q1 | – | Sell |
-10,059
| Closed | -$204K | – | 664 |
|
|
2019
Q4 | $204K | Sell |
10,059
-1,501
| -13% | -$30.4K | 0.01% | 816 |
|
|
2019
Q3 | $212K | Sell |
11,560
-1,007
| -8% | -$18.5K | 0.03% | 409 |
|
|
2019
Q2 | $228K | Buy |
+12,567
| New | +$228K | 0.03% | 352 |
|
|
2018
Q4 | – | Sell |
-17,311
| Closed | -$249K | – | 431 |
|
|
2018
Q3 | $249K | Sell |
17,311
-4,225
| -20% | -$60.8K | 0.04% | 285 |
|
|
2018
Q2 | $331K | Sell |
21,536
-13,143
| -38% | -$202K | 0.07% | 224 |
|
|
2018
Q1 | $629K | Buy |
34,679
+3,648
| +12% | +$66.2K | 0.14% | 162 |
|
|
2017
Q4 | $662K | Buy |
31,031
+12,266
| +65% | +$262K | 0.15% | 154 |
|
|
2017
Q3 | $379K | Buy |
+18,765
| New | +$379K | 0.1% | 176 |
|