MGWM
Marks Group Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
13,049
-904
| -6% | -$28.9K | 0.04% | 241 |
|
|
2025
Q1 | $435K | Sell |
13,953
-806
| -5% | -$25.1K | 0.04% | 252 |
|
|
2024
Q4 | $453K | Sell |
14,759
-15,178
| -51% | -$466K | 0.04% | 228 |
|
|
2024
Q3 | $885K | Sell |
29,937
-2,021
| -6% | -$59.7K | 0.08% | 182 |
|
|
2024
Q2 | $851K | Sell |
31,958
-2,366
| -7% | -$63K | 0.09% | 178 |
|
|
2024
Q1 | $858K | Sell |
34,324
-2,355
| -6% | -$58.9K | 0.09% | 176 |
|
|
2023
Q4 | $811K | Sell |
36,679
-1,402
| -4% | -$31K | 0.09% | 183 |
|
|
2023
Q3 | $696K | Sell |
38,081
-207
| -0.5% | -$3.78K | 0.09% | 185 |
|
|
2023
Q2 | $724K | Buy |
38,288
+9,212
| +32% | +$174K | 0.09% | 188 |
|
|
2023
Q1 | $534K | Sell |
29,076
-48
| -0.2% | -$881 | 0.07% | 206 |
|
|
2022
Q4 | $520K | Sell |
29,124
-1,450
| -5% | -$25.9K | 0.07% | 208 |
|
|
2022
Q3 | $479K | Buy |
+30,574
| New | +$479K | 0.07% | 205 |
|