Wealthspire Advisors (Maryland)’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-4,262
| Closed | -$72K | – | 1398 |
|
2019
Q1 | $72K | Buy |
4,262
+3,079
| +260% | +$52K | 0.01% | 757 |
|
2018
Q4 | $17K | Sell |
1,183
-63
| -5% | -$905 | ﹤0.01% | 1267 |
|
2018
Q3 | $22K | Sell |
1,246
-483
| -28% | -$8.53K | ﹤0.01% | 1271 |
|
2018
Q2 | $31K | Buy |
1,729
+43
| +3% | +$771 | ﹤0.01% | 1139 |
|
2018
Q1 | $31K | Buy |
1,686
+221
| +15% | +$4.06K | ﹤0.01% | 1155 |
|
2017
Q4 | $31K | Sell |
1,465
-520
| -26% | -$11K | ﹤0.01% | 1177 |
|
2017
Q3 | $40K | Buy |
1,985
+68
| +4% | +$1.37K | ﹤0.01% | 1055 |
|
2017
Q2 | $36K | Buy |
1,917
+1,222
| +176% | +$22.9K | ﹤0.01% | 1061 |
|
2017
Q1 | $12K | Sell |
695
-16,658
| -96% | -$288K | ﹤0.01% | 1270 |
|
2016
Q4 | $309K | Buy |
17,353
+7,714
| +80% | +$137K | 0.05% | 265 |
|
2016
Q3 | $136K | Sell |
9,639
-497
| -5% | -$7.01K | 0.02% | 489 |
|
2016
Q2 | $139K | Buy |
10,136
+523
| +5% | +$7.17K | 0.02% | 466 |
|
2016
Q1 | $136K | Sell |
9,613
-476
| -5% | -$6.73K | 0.02% | 450 |
|
2015
Q4 | $151K | Buy |
+10,089
| New | +$151K | 0.03% | 439 |
|