WealthPLAN Partners’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-668
| Closed | -$12.6K | – | 799 |
|
|
2023
Q2 | $12.6K | Hold |
668
| – | – | ﹤0.01% | 754 |
|
|
2023
Q1 | $12.3K | Buy |
+668
| New | +$12.3K | ﹤0.01% | 816 |
|
|
2016
Q3 | – | Sell |
-120
| Closed | -$821 | – | 1028 |
|
|
2016
Q2 | $821 | Buy |
+120
| New | +$821 | ﹤0.01% | 2348 |
|
|
2015
Q4 | $939 | Buy |
+2,780
| New | +$939 | ﹤0.01% | 1552 |
|
|
2015
Q2 | $28K | Buy |
1,490
+1,300
| +684% | +$24.4K | 0.01% | 230 |
|
|
2015
Q1 | $3K | Buy |
+190
| New | +$3K | ﹤0.01% | 466 |
|