WANY
Wealthspire Advisors (New York)’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
16,541
+42
| +0.3% | +$1.34K | ﹤0.01% | 528 |
|
|
2025
Q1 | $514K | Sell |
16,499
-675
| -4% | -$21K | ﹤0.01% | 510 |
|
|
2024
Q4 | $527K | Buy |
17,174
+170
| +1% | +$5.22K | 0.01% | 501 |
|
|
2024
Q3 | $502K | Buy |
17,004
+1,447
| +9% | +$42.8K | 0.01% | 499 |
|
|
2024
Q2 | $414K | Hold |
15,557
| – | – | 0.01% | 468 |
|
|
2024
Q1 | $389K | Hold |
15,557
| – | – | 0.01% | 472 |
|
|
2023
Q4 | $344K | Buy |
15,557
+394
| +3% | +$8.71K | ﹤0.01% | 495 |
|
|
2023
Q3 | $277K | Buy |
15,163
+4,085
| +37% | +$74.7K | ﹤0.01% | 501 |
|
|
2023
Q2 | $209K | Buy |
+11,078
| New | +$209K | ﹤0.01% | 523 |
|
|
2019
Q1 | – | Sell |
-996
| Closed | -$14K | – | 501 |
|
|
2018
Q4 | $14K | Buy |
+996
| New | +$14K | ﹤0.01% | 420 |
|