Venturi 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
2025 Q1	–	Sell	-181	Closed	-$5.56K	–	1327
2024 Q4	$5.56K	Sell	181 -88	-33%	-$2.7K	﹤0.01%	1621
2024 Q3	$7.95K	Buy	269 +120	+81%	+$3.55K	﹤0.01%	1251
2024 Q2	$3.97K	Buy	+149	New	+$3.97K	﹤0.01%	1269