Schechter Investment Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $753K | Sell |
24,166
-4,500
| -16% | -$140K | 0.06% | 278 |
|
|
2024
Q4 | $880K | Sell |
28,666
-3,992
| -12% | -$123K | 0.07% | 259 |
|
|
2024
Q3 | $965K | Sell |
32,658
-269
| -0.8% | -$7.95K | 0.07% | 255 |
|
|
2024
Q2 | $877K | Buy |
32,927
+201
| +0.6% | +$5.35K | 0.07% | 269 |
|
|
2024
Q1 | $818K | Buy |
32,726
+481
| +1% | +$12K | 0.06% | 282 |
|
|
2023
Q4 | $713K | Buy |
32,245
+50
| +0.2% | +$1.11K | 0.06% | 287 |
|
|
2023
Q3 | $589K | Sell |
32,195
-975
| -3% | -$17.8K | 0.06% | 310 |
|
|
2023
Q2 | $627K | Buy |
33,170
+4,882
| +17% | +$92.3K | 0.06% | 331 |
|
|
2023
Q1 | $519K | Buy |
28,288
+196
| +0.7% | +$3.6K | 0.05% | 402 |
|
|
2022
Q4 | $501K | Buy |
28,092
+772
| +3% | +$13.8K | 0.05% | 506 |
|
|
2022
Q3 | $428K | Buy |
27,320
+5,069
| +23% | +$79.4K | 0.04% | 558 |
|
|
2022
Q2 | $386K | Buy |
+22,251
| New | +$386K | 0.04% | 611 |
|