Nicola Wealth Management’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-459,800
| Closed | -$9.06M | – | 117 |
|
|
2021
Q2 | $9.06M | Sell |
459,800
-6,500
| -1% | -$128K | 0.93% | 48 |
|
|
2021
Q1 | $10M | Sell |
466,300
-207,000
| -31% | -$4.45M | 1.12% | 37 |
|
|
2020
Q4 | $12M | Hold |
673,300
| – | – | 1.49% | 23 |
|
|
2020
Q3 | $9.36M | Hold |
673,300
| – | – | 1.33% | 21 |
|
|
2020
Q2 | $9.16M | Hold |
673,300
| – | – | 1.27% | 27 |
|
|
2020
Q1 | $11.9M | Buy |
673,300
+287,000
| +74% | +$5.07M | 1.79% | 18 |
|
|
2019
Q4 | $10.2M | Sell |
386,300
-10,000
| -3% | -$264K | 1.53% | 18 |
|
|
2019
Q3 | $9.63M | Sell |
396,300
-30,000
| -7% | -$729K | 1.51% | 20 |
|
|
2019
Q2 | $10.1M | Sell |
426,300
-43,000
| -9% | -$1.02M | 1.68% | 14 |
|
|
2019
Q1 | $10.6M | Sell |
469,300
-71,000
| -13% | -$1.6M | 1.58% | 14 |
|
|
2018
Q4 | $10.5M | Buy |
540,300
+15,000
| +3% | +$291K | 1.72% | 14 |
|
|
2018
Q3 | $12.1M | Hold |
525,300
| – | – | 2.08% | 8 |
|
|
2018
Q2 | $12.4M | Hold |
525,300
| – | – | 2.41% | 8 |
|
|
2018
Q1 | $12.6M | Buy |
+525,300
| New | +$12.6M | 2.53% | 4 |
|