OWA
One Wealth Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Buy |
26,196
+234
| +0.9% | +$7.48K | 0.12% | 104 |
|
|
2025
Q1 | $809K | Sell |
25,962
-257
| -1% | -$8.01K | 0.12% | 106 |
|
|
2024
Q4 | $805K | Sell |
26,219
-5,227
| -17% | -$161K | 0.12% | 89 |
|
|
2024
Q3 | $929K | Sell |
31,446
-529
| -2% | -$15.6K | 0.14% | 80 |
|
|
2024
Q2 | $802K | Buy |
31,975
+524
| +2% | +$13.1K | 0.17% | 70 |
|
|
2024
Q1 | $786K | Buy |
31,451
+6,140
| +24% | +$153K | 0.14% | 90 |
|
|
2023
Q4 | $559K | Buy |
+25,311
| New | +$559K | 0.11% | 100 |
|
|
2023
Q3 | – | Sell |
-25,497
| Closed | -$482K | – | 213 |
|
|
2023
Q2 | $482K | Buy |
25,497
+6,082
| +31% | +$115K | 0.1% | 108 |
|
|
2023
Q1 | $356K | Sell |
19,415
-90
| -0.5% | -$1.65K | 0.08% | 131 |
|
|
2022
Q4 | $348K | Buy |
19,505
+644
| +3% | +$11.5K | 0.08% | 127 |
|
|
2022
Q3 | $296K | Buy |
+18,861
| New | +$296K | 0.1% | 119 |
|
|
2018
Q4 | – | Sell |
-3,990
| Closed | -$71K | – | 327 |
|
|
2018
Q3 | $71K | Sell |
3,990
-219
| -5% | -$3.9K | 0.05% | 233 |
|
|
2018
Q2 | $76K | Hold |
4,209
| – | – | 0.06% | 219 |
|
|
2018
Q1 | $78K | Buy |
4,209
+123
| +3% | +$2.28K | 0.07% | 203 |
|
|
2017
Q4 | $85K | Buy |
+4,086
| New | +$85K | 0.07% | 219 |
|