LWAM
Legacy Wealth Asset Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
22,858
-769
| -3% | -$24.6K | 0.19% | 155 |
|
|
2025
Q1 | $736K | Sell |
23,627
-624
| -3% | -$19.4K | 0.2% | 147 |
|
|
2024
Q4 | $745K | Sell |
24,251
-734
| -3% | -$22.5K | 0.2% | 143 |
|
|
2024
Q3 | $738K | Sell |
24,985
-415
| -2% | -$12.3K | 0.2% | 147 |
|
|
2024
Q2 | $676K | Buy |
25,400
+236
| +0.9% | +$6.28K | 0.19% | 155 |
|
|
2024
Q1 | $629K | Sell |
25,164
-456
| -2% | -$11.4K | 0.18% | 179 |
|
|
2023
Q4 | $566K | Buy |
25,620
+124
| +0.5% | +$2.74K | 0.19% | 191 |
|
|
2023
Q3 | $466K | Buy |
25,496
+449
| +2% | +$8.21K | 0.17% | 212 |
|
|
2023
Q2 | $474K | Buy |
25,047
+208
| +0.8% | +$3.93K | 0.17% | 211 |
|
|
2023
Q1 | $456K | Buy |
24,839
+401
| +2% | +$7.36K | 0.16% | 214 |
|
|
2022
Q4 | $436K | Buy |
+24,438
| New | +$436K | 0.17% | 219 |
|