Sugarloaf Wealth Management’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-775
| Closed | -$15K | – | 743 |
|
|
2021
Q4 | $15K | Buy |
775
+9
| +1% | +$174 | ﹤0.01% | 462 |
|
|
2021
Q3 | $15K | Buy |
766
+8
| +1% | +$157 | ﹤0.01% | 474 |
|
|
2021
Q2 | $15K | Buy |
758
+8
| +1% | +$158 | ﹤0.01% | 455 |
|
|
2021
Q1 | $16 | Buy |
750
+6
| +0.8% | – | ﹤0.01% | 447 |
|
|
2020
Q4 | $13K | Buy |
744
+8
| +1% | +$140 | ﹤0.01% | 454 |
|
|
2020
Q3 | $10K | Buy |
736
+10
| +1% | +$136 | ﹤0.01% | 454 |
|
|
2020
Q2 | $10K | Buy |
726
+9
| +1% | +$124 | ﹤0.01% | 450 |
|
|
2020
Q1 | $9K | Buy |
717
+11
| +2% | +$138 | ﹤0.01% | 447 |
|
|
2019
Q4 | $14K | Buy |
+706
| New | +$14K | 0.01% | 429 |
|