MPPW
Mitchell & Pahl Private Wealth’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
7,358
| – | – | 0.1% | 141 |
|
|
2025
Q1 | $229K | Sell |
7,358
-14
| -0.2% | -$436 | 0.11% | 144 |
|
|
2024
Q4 | $226K | Sell |
7,372
-706
| -9% | -$21.7K | 0.11% | 144 |
|
|
2024
Q3 | $239K | Hold |
8,078
| – | – | 0.11% | 144 |
|
|
2024
Q2 | $215K | Sell |
8,078
-6
| -0.1% | -$160 | 0.11% | 140 |
|
|
2024
Q1 | $202K | Sell |
8,084
-1,015
| -11% | -$25.4K | 0.11% | 141 |
|
|
2023
Q4 | $201K | Buy |
+9,099
| New | +$201K | 0.11% | 142 |
|
|
2023
Q2 | – | Sell |
-10,840
| Closed | -$199K | – | 153 |
|
|
2023
Q1 | $199K | Sell |
10,840
-656
| -6% | -$12K | 0.12% | 149 |
|
|
2022
Q4 | $205K | Sell |
11,496
-4,147
| -27% | -$74K | 0.13% | 148 |
|
|
2022
Q3 | $245K | Sell |
15,643
-1,817
| -10% | -$28.5K | 0.18% | 142 |
|
|
2022
Q2 | $303K | Sell |
17,460
-2,159
| -11% | -$37.5K | 0.21% | 132 |
|
|
2022
Q1 | $419K | Sell |
19,619
-1,019
| -5% | -$21.8K | 0.27% | 112 |
|
|
2021
Q4 | $394K | Sell |
20,638
-141
| -0.7% | -$2.69K | 0.25% | 120 |
|
|
2021
Q3 | $400K | Sell |
20,779
-20
| -0.1% | -$385 | 0.29% | 108 |
|
|
2021
Q2 | $410K | Sell |
20,799
-49
| -0.2% | -$966 | 0.29% | 106 |
|
|
2021
Q1 | $448K | Sell |
20,848
-547
| -3% | -$11.8K | 0.35% | 90 |
|
|
2020
Q4 | $381K | Buy |
+21,395
| New | +$381K | 0.32% | 96 |
|