J.P. Morgan Private Wealth Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.88M | Sell |
102,630
-7,105
| -6% | -$130K | 0.01% | 757 |
|
|
2023
Q2 | $2.08M | Sell |
109,735
-64,062
| -37% | -$1.21M | 0.01% | 548 |
|
|
2023
Q1 | $3.19M | Sell |
173,797
-108,218
| -38% | -$1.99M | 0.01% | 719 |
|
|
2022
Q4 | $5.03M | Sell |
282,015
-850,627
| -75% | -$15.2M | 0.01% | 572 |
|
|
2022
Q3 | $17.7M | Buy |
1,132,642
+71,159
| +7% | +$1.12M | 0.05% | 305 |
|
|
2022
Q2 | $18.4M | Sell |
1,061,483
-1,625,172
| -60% | -$28.2M | 0.05% | 298 |
|
|
2022
Q1 | $57.4M | Buy |
2,686,655
+228,121
| +9% | +$4.87M | 0.12% | 172 |
|
|
2021
Q4 | $46.9M | Buy |
2,458,534
+96,657
| +4% | +$1.84M | 0.1% | 194 |
|
|
2021
Q3 | $45.4M | Buy |
2,361,877
+392,863
| +20% | +$7.56M | 0.11% | 191 |
|
|
2021
Q2 | $38.8M | Buy |
1,969,014
+628,186
| +47% | +$12.4M | 0.1% | 204 |
|
|
2021
Q1 | $28.8M | Buy |
1,340,828
+1,237,954
| +1,203% | +$26.6M | 0.09% | 214 |
|
|
2020
Q4 | $1.83M | Sell |
102,874
-17,287
| -14% | -$308K | 0.01% | 768 |
|
|
2020
Q3 | $1.67M | Buy |
120,161
+289
| +0.2% | +$4.02K | 0.01% | 706 |
|
|
2020
Q2 | $1.63M | Buy |
119,872
+4,248
| +4% | +$57.9K | 0.01% | 641 |
|
|
2020
Q1 | $1.45M | Sell |
115,624
-4,402
| -4% | -$55.2K | 0.01% | 606 |
|
|
2019
Q4 | $2.44M | Buy |
120,026
+5,180
| +5% | +$105K | 0.01% | 580 |
|
|
2019
Q3 | $2.11M | Sell |
114,846
-3,860
| -3% | -$70.9K | 0.01% | 578 |
|
|
2019
Q2 | $2.16M | Sell |
118,706
-56,074
| -32% | -$1.02M | 0.01% | 578 |
|
|
2019
Q1 | $2.96M | Buy |
174,780
+41,889
| +32% | +$708K | 0.02% | 535 |
|
|
2018
Q4 | $1.89M | Sell |
132,891
-20,311
| -13% | -$288K | 0.01% | 585 |
|
|
2018
Q3 | $2.74M | Buy |
153,202
+12,442
| +9% | +$222K | 0.01% | 562 |
|
|
2018
Q2 | $2.53M | Buy |
140,760
+54,376
| +63% | +$977K | 0.01% | 552 |
|
|
2018
Q1 | $1.6M | Sell |
86,384
-30
| -0% | -$557 | 0.01% | 527 |
|
|
2017
Q4 | $1.8M | Buy |
86,414
+764
| +0.9% | +$15.9K | 0.01% | 504 |
|
|
2017
Q3 | $1.74M | Buy |
85,650
+8,108
| +10% | +$165K | 0.01% | 499 |
|
|
2017
Q2 | $1.45M | Buy |
77,542
+2,112
| +3% | +$39.6K | 0.01% | 527 |
|
|
2017
Q1 | $1.34M | Sell |
75,430
-11,728
| -13% | -$208K | 0.01% | 555 |
|
|
2016
Q4 | $1.55M | Buy |
87,158
+14,861
| +21% | +$265K | 0.01% | 486 |
|
|
2016
Q3 | $1.02M | Buy |
72,297
+23,182
| +47% | +$327K | 0.01% | 585 |
|
|
2016
Q2 | $671K | Buy |
49,115
+9,891
| +25% | +$135K | 0.01% | 690 |
|
|
2016
Q1 | $554K | Sell |
39,224
-17,080
| -30% | -$241K | 0.01% | 716 |
|
|
2015
Q4 | $843K | Buy |
56,304
+39,344
| +232% | +$589K | 0.01% | 559 |
|
|
2015
Q3 | $263K | Sell |
16,960
-45,585
| -73% | -$707K | ﹤0.01% | 838 |
|
|
2015
Q2 | $1.16M | Buy |
62,545
+32,765
| +110% | +$609K | 0.01% | 476 |
|
|
2015
Q1 | $506K | Sell |
29,780
-1,714
| -5% | -$29.1K | 0.01% | 721 |
|
|
2014
Q4 | $602K | Sell |
31,494
-4,141
| -12% | -$79.2K | 0.01% | 649 |
|
|
2014
Q3 | $686K | Buy |
35,635
+2,607
| +8% | +$50.2K | 0.01% | 613 |
|
|
2014
Q2 | $656K | Buy |
+33,028
| New | +$656K | 0.01% | 500 |
|