Pinnacle Wealth Planning Services’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
8,111
-934
| -10% | -$29.9K | 0.03% | 340 |
|
|
2025
Q1 | $282K | Buy |
9,045
+264
| +3% | +$8.22K | 0.04% | 279 |
|
|
2024
Q4 | $270K | Hold |
8,781
| – | – | 0.04% | 276 |
|
|
2024
Q3 | $259K | Hold |
8,781
| – | – | 0.04% | 348 |
|
|
2024
Q2 | $234K | Hold |
8,781
| – | – | 0.03% | 366 |
|
|
2024
Q1 | $219K | Buy |
+8,781
| New | +$219K | 0.03% | 394 |
|
|
2022
Q2 | – | Sell |
-11,819
| Closed | -$252K | – | 452 |
|
|
2022
Q1 | $252K | Hold |
11,819
| – | – | 0.05% | 312 |
|
|
2021
Q4 | $225K | Buy |
+11,819
| New | +$225K | 0.04% | 328 |
|
|
2021
Q1 | – | Sell |
-2,660
| Closed | -$47K | – | 1286 |
|
|
2020
Q4 | $47K | Buy |
+2,660
| New | +$47K | 0.01% | 828 |
|
|
2019
Q2 | – | Sell |
-11,112
| Closed | -$188K | – | 181 |
|
|
2019
Q1 | $188K | Buy |
+11,112
| New | +$188K | 0.13% | 151 |
|
|
2018
Q4 | – | Sell |
-26,819
| Closed | -$479K | – | 174 |
|
|
2018
Q3 | $479K | Buy |
26,819
+2,866
| +12% | +$51.2K | 0.44% | 77 |
|
|
2018
Q2 | $431K | Buy |
23,953
+673
| +3% | +$12.1K | 0.42% | 79 |
|
|
2018
Q1 | $432K | Buy |
23,280
+21,112
| +974% | +$392K | 0.44% | 77 |
|
|
2017
Q4 | $46K | Buy |
+2,168
| New | +$46K | 0.09% | 127 |
|