LSWM
Lorne Steinberg Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Sell |
191,895
-619
| -0.3% | -$19.8K | 1.6% | 30 |
|
|
2025
Q1 | $6M | Sell |
192,514
-99
| -0.1% | -$3.09K | 1.75% | 27 |
|
|
2024
Q4 | $5.91M | Sell |
192,613
-200
| -0.1% | -$6.14K | 1.71% | 29 |
|
|
2024
Q3 | $5.7M | Sell |
192,813
-1,367
| -0.7% | -$40.4K | 1.65% | 31 |
|
|
2024
Q2 | $5.17M | Sell |
194,180
-2,615
| -1% | -$69.6K | 1.66% | 31 |
|
|
2024
Q1 | $4.92M | Sell |
196,795
-4,299
| -2% | -$107K | 1.54% | 31 |
|
|
2023
Q4 | $4.44M | Buy |
201,094
+1,117
| +0.6% | +$24.7K | 1.49% | 34 |
|
|
2023
Q3 | $3.67M | Sell |
199,977
-6,459
| -3% | -$119K | 1.41% | 39 |
|
|
2023
Q2 | $101K | Buy |
206,436
+5,178
| +3% | +$2.53K | 0.04% | 69 |
|
|
2023
Q1 | $3.69M | Sell |
201,258
-1,400
| -0.7% | -$25.7K | 1.47% | 38 |
|
|
2022
Q4 | $3.61M | Buy |
202,658
+5,750
| +3% | +$103K | 1.55% | 30 |
|
|
2022
Q3 | $3.11M | Buy |
196,908
+7,275
| +4% | +$115K | 1.51% | 35 |
|
|
2022
Q2 | $3.29M | Sell |
189,633
-7,340
| -4% | -$127K | 1.55% | 35 |
|
|
2022
Q1 | $4.2M | Sell |
196,973
-1,404
| -0.7% | -$30K | 1.94% | 28 |
|
|
2021
Q4 | $3.77M | Sell |
198,377
-2,988
| -1% | -$56.8K | 1.62% | 32 |
|
|
2021
Q3 | $3.85M | Buy |
201,365
+15,485
| +8% | +$296K | 1.87% | 28 |
|
|
2021
Q2 | $3.66M | Buy |
185,880
+2,002
| +1% | +$39.4K | 1.8% | 27 |
|
|
2021
Q1 | $3.95M | Buy |
183,878
+5,621
| +3% | +$121K | 2.09% | 26 |
|
|
2020
Q4 | $3.18M | Buy |
+178,257
| New | +$3.18M | 1.98% | 25 |
|