Valeo Financial Advisors’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-86
| Closed | -$2K | – | 1190 |
|
2021
Q1 | $2K | Hold |
86
| – | – | ﹤0.01% | 1713 |
|
2020
Q4 | $2K | Hold |
86
| – | – | ﹤0.01% | 1498 |
|
2020
Q3 | $1K | Sell |
86
-492
| -85% | -$5.72K | ﹤0.01% | 1447 |
|
2020
Q2 | $8K | Buy |
578
+35
| +6% | +$484 | ﹤0.01% | 1291 |
|
2020
Q1 | $7K | Hold |
543
| – | – | ﹤0.01% | 1164 |
|
2019
Q4 | $11K | Buy |
543
+55
| +11% | +$1.11K | ﹤0.01% | 1074 |
|
2019
Q3 | $9K | Hold |
488
| – | – | ﹤0.01% | 1042 |
|
2019
Q2 | $9K | Hold |
488
| – | – | ﹤0.01% | 1049 |
|
2019
Q1 | $8K | Buy |
488
+34
| +7% | +$557 | ﹤0.01% | 1024 |
|
2018
Q4 | $6K | Hold |
454
| – | – | ﹤0.01% | 1015 |
|
2018
Q3 | $7K | Hold |
454
| – | – | ﹤0.01% | 1075 |
|
2018
Q2 | $8K | Hold |
454
| – | – | ﹤0.01% | 1009 |
|
2018
Q1 | $8K | Buy |
454
+34
| +8% | +$599 | ﹤0.01% | 993 |
|
2017
Q4 | $9K | Buy |
420
+32
| +8% | +$686 | ﹤0.01% | 858 |
|
2017
Q3 | $8K | Buy |
+388
| New | +$8K | ﹤0.01% | 750 |
|