RSWM
Robertson Stephens Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
16,969
-5,438
| -24% | -$174K | 0.02% | 351 |
|
|
2025
Q1 | $698K | Sell |
22,407
-661
| -3% | -$20.6K | 0.02% | 309 |
|
|
2024
Q4 | $708K | Buy |
23,068
+339
| +1% | +$10.4K | 0.03% | 302 |
|
|
2024
Q3 | $672K | Buy |
22,729
+3,559
| +19% | +$105K | 0.02% | 349 |
|
|
2024
Q2 | $510K | Buy |
19,170
+4,851
| +34% | +$129K | 0.03% | 329 |
|
|
2024
Q1 | $358K | Buy |
+14,319
| New | +$358K | 0.02% | 397 |
|
|
2022
Q2 | – | Sell |
-18,523
| Closed | -$395K | – | 403 |
|
|
2022
Q1 | $395K | Sell |
18,523
-14,508
| -44% | -$309K | 0.03% | 274 |
|
|
2021
Q4 | $629K | Buy |
+33,031
| New | +$629K | 0.05% | 234 |
|