SWM
Selective Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
8,650
-1,400
| -14% | -$42.7K | 0.1% | 86 |
|
|
2025
Q1 | $282K | Hold |
10,050
| – | – | 0.12% | 80 |
|
|
2024
Q4 | $300K | Sell |
10,050
-1,370
| -12% | -$40.9K | 0.12% | 79 |
|
|
2024
Q3 | $341K | Hold |
11,420
| – | – | 0.14% | 78 |
|
|
2024
Q2 | $308K | Sell |
11,420
-500
| -4% | -$13.5K | 0.14% | 80 |
|
|
2024
Q1 | $287K | Sell |
11,920
-500
| -4% | -$12.1K | 0.12% | 84 |
|
|
2023
Q4 | $269K | Sell |
12,420
-500
| -4% | -$10.8K | 0.14% | 72 |
|
|
2023
Q3 | $229K | Sell |
12,920
-800
| -6% | -$14.2K | 0.13% | 74 |
|
|
2023
Q2 | $252K | Buy |
+13,720
| New | +$252K | 0.13% | 93 |
|
|
2022
Q4 | $544K | Sell |
28,526
-16,488
| -37% | -$314K | 0.29% | 47 |
|
|
2022
Q3 | $705K | Sell |
45,014
-48,488
| -52% | -$759K | 0.3% | 48 |
|
|
2022
Q2 | $1.62M | Buy |
93,502
+12
| +0% | +$208 | 0.58% | 31 |
|
|
2022
Q1 | $2M | Sell |
93,490
-5,989
| -6% | -$128K | 0.72% | 24 |
|
|
2021
Q4 | $1.9M | Sell |
99,479
-989
| -1% | -$18.9K | 0.77% | 23 |
|
|
2021
Q3 | $1.93M | Sell |
100,468
-37,491
| -27% | -$721K | 1.02% | 18 |
|
|
2021
Q2 | $2.72M | Sell |
137,959
-50,720
| -27% | -$998K | 2.16% | 9 |
|
|
2021
Q1 | $4.06M | Sell |
188,679
-5,492
| -3% | -$118K | 3.69% | 7 |
|
|
2020
Q4 | $3.45M | Buy |
194,171
+18,009
| +10% | +$320K | 2.23% | 13 |
|
|
2020
Q3 | $2.45M | Buy |
176,162
+4,012
| +2% | +$55.8K | 1.92% | 13 |
|
|
2020
Q2 | $2.34M | Buy |
+172,150
| New | +$2.34M | 1.94% | 13 |
|