LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-480
| Closed | -$10.6K | – | 579 |
|
|
2023
Q4 | $10.6K | Hold |
480
| – | – | ﹤0.01% | 494 |
|
|
2023
Q3 | $8.8K | Hold |
480
| – | – | ﹤0.01% | 523 |
|
|
2023
Q2 | $9.08K | Hold |
480
| – | – | ﹤0.01% | 545 |
|
|
2023
Q1 | $8.81K | Hold |
480
| – | – | ﹤0.01% | 521 |
|
|
2022
Q4 | $8.56K | Hold |
480
| – | – | ﹤0.01% | 510 |
|
|
2022
Q3 | $8K | Hold |
480
| – | – | ﹤0.01% | 537 |
|
|
2022
Q2 | $8K | Hold |
480
| – | – | ﹤0.01% | 558 |
|
|
2022
Q1 | $10K | Hold |
480
| – | – | ﹤0.01% | 553 |
|
|
2021
Q4 | $9K | Hold |
480
| – | – | ﹤0.01% | 616 |
|
|
2021
Q3 | $9K | Hold |
480
| – | – | ﹤0.01% | 606 |
|
|
2021
Q2 | $9K | Buy |
+480
| New | +$9K | ﹤0.01% | 649 |
|
|
2021
Q1 | – | Sell |
-480
| Closed | -$9K | – | 542 |
|
|
2020
Q4 | $9K | Hold |
480
| – | – | ﹤0.01% | 584 |
|
|
2020
Q3 | $7K | Sell |
480
-312
| -39% | -$4.55K | ﹤0.01% | 528 |
|
|
2020
Q2 | $11K | Sell |
792
-1,438
| -64% | -$20K | ﹤0.01% | 495 |
|
|
2020
Q1 | $28K | Buy |
2,230
+480
| +27% | +$6.03K | ﹤0.01% | 428 |
|
|
2019
Q4 | $36K | Hold |
1,750
| – | – | ﹤0.01% | 450 |
|
|
2019
Q3 | $32K | Hold |
1,750
| – | – | ﹤0.01% | 463 |
|
|
2019
Q2 | $32K | Sell |
1,750
-168
| -9% | -$3.07K | ﹤0.01% | 453 |
|
|
2019
Q1 | $32K | Hold |
1,918
| – | – | ﹤0.01% | 456 |
|
|
2018
Q4 | $27K | Buy |
+1,918
| New | +$27K | ﹤0.01% | 474 |
|