J.W. Cole Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
26,967
+2,703
| +11% | +$86.4K | 0.02% | 720 |
|
|
2025
Q1 | $756K | Buy |
24,264
+9,325
| +62% | +$290K | 0.02% | 634 |
|
|
2024
Q4 | $459K | Buy |
14,939
+1,607
| +12% | +$49.4K | 0.02% | 632 |
|
|
2024
Q3 | $394K | Buy |
13,332
+49
| +0.4% | +$1.45K | 0.02% | 690 |
|
|
2024
Q2 | $354K | Sell |
13,283
-225
| -2% | -$5.99K | 0.02% | 644 |
|
|
2024
Q1 | $337K | Buy |
13,508
+2,345
| +21% | +$58.5K | 0.02% | 654 |
|
|
2023
Q4 | $247K | Buy |
11,163
+25
| +0.2% | +$552 | 0.01% | 703 |
|
|
2023
Q3 | $204K | Buy |
+11,138
| New | +$204K | 0.02% | 681 |
|
|
2023
Q2 | – | Sell |
-10,024
| Closed | -$184K | – | 797 |
|
|
2023
Q1 | $184K | Buy |
+10,024
| New | +$184K | 0.01% | 732 |
|
|
2022
Q4 | – | Sell |
-10,607
| Closed | -$166K | – | 758 |
|
|
2022
Q3 | $166K | Buy |
10,607
+526
| +5% | +$8.23K | 0.01% | 679 |
|
|
2022
Q2 | $175K | Buy |
+10,081
| New | +$175K | 0.01% | 685 |
|
|
2020
Q4 | – | Sell |
-12,673
| Closed | -$176K | – | 779 |
|
|
2020
Q3 | $176K | Buy |
+12,673
| New | +$176K | 0.01% | 686 |
|