WealthSource Partners’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,272
| Closed | -$262K | – | 514 |
|
|
2023
Q1 | $262K | Sell |
14,272
-643
| -4% | -$11.8K | 0.02% | 428 |
|
|
2022
Q4 | $266K | Sell |
14,915
-50
| -0.3% | -$892 | 0.02% | 416 |
|
|
2022
Q3 | $234K | Sell |
14,965
-1,011
| -6% | -$15.8K | 0.02% | 435 |
|
|
2022
Q2 | $277K | Sell |
15,976
-246
| -2% | -$4.27K | 0.02% | 414 |
|
|
2022
Q1 | $346K | Buy |
16,222
+260
| +2% | +$5.55K | 0.02% | 418 |
|
|
2021
Q4 | $304K | Sell |
15,962
-194
| -1% | -$3.7K | 0.02% | 428 |
|
|
2021
Q3 | $311K | Buy |
16,156
+6
| +0% | +$115 | 0.03% | 386 |
|
|
2021
Q2 | $318K | Sell |
16,150
-195
| -1% | -$3.84K | 0.03% | 349 |
|
|
2021
Q1 | $351K | Buy |
16,345
+5
| +0% | +$107 | 0.04% | 312 |
|
|
2020
Q4 | $291K | Sell |
16,340
-2,445
| -13% | -$43.5K | 0.03% | 292 |
|
|
2020
Q3 | $261K | Sell |
18,785
-975
| -5% | -$13.5K | 0.03% | 290 |
|
|
2020
Q2 | $269K | Sell |
19,760
-150
| -0.8% | -$2.04K | 0.04% | 262 |
|
|
2020
Q1 | $250K | Sell |
19,910
-1,478
| -7% | -$18.6K | 0.04% | 265 |
|
|
2019
Q4 | $434K | Sell |
21,388
-9,249
| -30% | -$188K | 0.06% | 252 |
|
|
2019
Q3 | $562K | Buy |
30,637
+4,322
| +16% | +$79.3K | 0.08% | 218 |
|
|
2019
Q2 | $478K | Buy |
+26,315
| New | +$478K | 0.08% | 243 |
|