TWMP
Taylor Wealth Management Partners’s Manulife Financial MFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-700
| Closed | -$10K | – | 89 |
|
2018
Q4 | $10K | Hold |
700
| – | – | 0.01% | 88 |
|
2018
Q3 | $13K | Hold |
700
| – | – | 0.01% | 94 |
|
2018
Q2 | $13K | Hold |
700
| – | – | 0.01% | 100 |
|
2018
Q1 | $13K | Hold |
700
| – | – | 0.01% | 96 |
|
2017
Q4 | $15K | Hold |
700
| – | – | 0.01% | 118 |
|
2017
Q3 | $14K | Hold |
700
| – | – | 0.01% | 124 |
|
2017
Q2 | $13K | Hold |
700
| – | – | 0.01% | 127 |
|
2017
Q1 | $12K | Hold |
700
| – | – | 0.01% | 128 |
|
2016
Q4 | $12K | Hold |
700
| – | – | 0.01% | 131 |
|
2016
Q3 | $10K | Hold |
700
| – | – | ﹤0.01% | 127 |
|
2016
Q2 | $10K | Hold |
700
| – | – | ﹤0.01% | 118 |
|
2016
Q1 | $10K | Hold |
700
| – | – | ﹤0.01% | 117 |
|
2015
Q4 | $10K | Hold |
700
| – | – | ﹤0.01% | 113 |
|
2015
Q3 | $11K | Hold |
700
| – | – | 0.01% | 117 |
|
2015
Q2 | $13K | Hold |
700
| – | – | ﹤0.01% | 141 |
|
2015
Q1 | $12K | Buy |
+700
| New | +$12K | ﹤0.01% | 134 |
|