YHB Investment Advisors’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,766
| Closed | -$202K | – | 181 |
|
|
2017
Q2 | $202K | Buy |
+10,766
| New | +$202K | 0.03% | 180 |
|
|
2016
Q2 | – | Sell |
-12,752
| Closed | -$180K | – | 167 |
|
|
2016
Q1 | $180K | Sell |
12,752
-551
| -4% | -$7.78K | 0.05% | 151 |
|
|
2015
Q4 | $199K | Buy |
13,303
+551
| +4% | +$8.24K | 0.05% | 157 |
|
|
2015
Q3 | $197K | Sell |
12,752
-2,411
| -16% | -$37.2K | 0.05% | 159 |
|
|
2015
Q2 | $282K | Hold |
15,163
| – | – | 0.06% | 144 |
|
|
2015
Q1 | $258K | Hold |
15,163
| – | – | 0.06% | 150 |
|
|
2014
Q4 | $289K | Sell |
15,163
-2,000
| -12% | -$38.1K | 0.07% | 143 |
|
|
2014
Q3 | $330K | Hold |
17,163
| – | – | 0.08% | 130 |
|
|
2014
Q2 | $341K | Hold |
17,163
| – | – | 0.08% | 128 |
|
|
2014
Q1 | $331K | Buy |
+17,163
| New | +$331K | 0.08% | 131 |
|