SDWMA
Schneider Downs Wealth Management Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
15,840
-70
| -0.4% | -$2.24K | 0.08% | 92 |
|
|
2025
Q1 | $496K | Buy |
15,910
+16
| +0.1% | +$498 | 0.09% | 87 |
|
|
2024
Q4 | $488K | Hold |
15,894
| – | – | 0.09% | 88 |
|
|
2024
Q3 | $470K | Hold |
15,894
| – | – | 0.1% | 92 |
|
|
2024
Q2 | $423K | Sell |
15,894
-6,358
| -29% | -$169K | 0.09% | 91 |
|
|
2024
Q1 | $556K | Sell |
22,252
-1,740
| -7% | -$43.5K | 0.13% | 71 |
|
|
2023
Q4 | $530K | Buy |
23,992
+7,974
| +50% | +$176K | 0.14% | 64 |
|
|
2023
Q3 | $293K | Buy |
+16,018
| New | +$293K | 0.07% | 83 |
|