Mark Sheptoff Financial Planning’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,000
| Closed | -$79.9K | – | 451 |
|
|
2024
Q2 | $79.9K | Buy |
+3,000
| New | +$79.9K | 0.04% | 151 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$20K | – | 376 |
|
|
2017
Q3 | $20K | Hold |
1,000
| – | – | 0.01% | 236 |
|
|
2017
Q2 | $19K | Sell |
1,000
-1
| -0.1% | -$19 | 0.01% | 232 |
|
|
2017
Q1 | $18K | Buy |
1,001
+1
| +0.1% | +$18 | 0.01% | 238 |
|
|
2016
Q4 | $18K | Buy |
+1,000
| New | +$18K | 0.01% | 224 |
|
|
2016
Q3 | – | Sell |
-286
| Closed | -$4K | – | 363 |
|
|
2016
Q2 | $4K | Hold |
286
| – | – | ﹤0.01% | 294 |
|
|
2016
Q1 | $4K | Buy |
+286
| New | +$4K | ﹤0.01% | 292 |
|