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Moneta Group Investment Advisors’s Manulife Financial MFC Stock Holding History

Moneta Group Investment Advisors’s Portfolio MFC Stock Details MFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$502K Sell
15,702
-628
-4% -$20.1K 0.01% 436
2025
Q1 		$509K Buy
16,330
+6,269
+62% +$195K 0.01% 415
2024
Q4 		$309K Buy
10,061
+145
+1% +$4.45K ﹤0.01% 524
2024
Q3 		$293K Buy
+9,916
New +$293K ﹤0.01% 525