LWA
Lenox Wealth Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-134
| Closed | -$2K | – | 651 |
|
|
2020
Q3 | $2K | Sell |
134
-546
| -80% | -$8.15K | ﹤0.01% | 520 |
|
|
2020
Q2 | $9K | Buy |
680
+546
| +407% | +$7.23K | ﹤0.01% | 390 |
|
|
2020
Q1 | $2K | Sell |
134
-1,912
| -93% | -$28.5K | ﹤0.01% | 597 |
|
|
2019
Q4 | $42K | Buy |
2,046
+95
| +5% | +$1.95K | 0.01% | 200 |
|
|
2019
Q3 | $36K | Hold |
1,951
| – | – | 0.01% | 187 |
|
|
2019
Q2 | $35K | Hold |
1,951
| – | – | 0.01% | 167 |
|
|
2019
Q1 | $33K | Hold |
1,951
| – | – | 0.01% | 160 |
|
|
2018
Q4 | $28K | Hold |
1,951
| – | – | 0.01% | 172 |
|
|
2018
Q3 | $35K | Sell |
1,951
-1,262
| -39% | -$22.6K | 0.01% | 162 |
|
|
2018
Q2 | $58K | Sell |
3,213
-2,798
| -47% | -$50.5K | 0.01% | 127 |
|
|
2018
Q1 | $112K | Buy |
6,011
+4,626
| +334% | +$86.2K | 0.03% | 97 |
|
|
2017
Q4 | $29K | Buy |
+1,385
| New | +$29K | 0.01% | 125 |
|