RWA
Ropes Wealth Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,492
| Closed | -$98K | – | 567 |
|
|
2020
Q4 | $98K | Hold |
5,492
| – | – | 0.02% | 317 |
|
|
2020
Q3 | $76K | Hold |
5,492
| – | – | 0.01% | 297 |
|
|
2020
Q2 | $75K | Hold |
5,492
| – | – | 0.02% | 279 |
|
|
2020
Q1 | $69K | Hold |
5,492
| – | – | 0.02% | 257 |
|
|
2019
Q4 | $111K | Hold |
5,492
| – | – | 0.02% | 262 |
|
|
2019
Q3 | $101K | Hold |
5,492
| – | – | 0.02% | 281 |
|
|
2019
Q2 | $100K | Hold |
5,492
| – | – | 0.02% | 278 |
|
|
2019
Q1 | $93K | Hold |
5,492
| – | – | 0.02% | 271 |
|
|
2018
Q4 | $78K | Hold |
5,492
| – | – | 0.02% | 275 |
|
|
2018
Q3 | $98K | Hold |
5,492
| – | – | 0.02% | 280 |
|
|
2018
Q2 | $99K | Hold |
5,492
| – | – | 0.03% | 288 |
|
|
2018
Q1 | $102K | Hold |
5,492
| – | – | 0.03% | 269 |
|
|
2017
Q4 | $115K | Hold |
5,492
| – | – | 0.03% | 261 |
|
|
2017
Q3 | $111K | Hold |
5,492
| – | – | 0.03% | 259 |
|
|
2017
Q2 | $103K | Buy |
+5,492
| New | +$103K | 0.03% | 264 |
|
|
2015
Q3 | – | Sell |
-7,092
| Closed | -$132K | – | 418 |
|
|
2015
Q2 | $132K | Hold |
7,092
| – | – | 0.07% | 147 |
|
|
2015
Q1 | $121K | Buy |
+7,092
| New | +$121K | 0.06% | 149 |
|