A detailed history of Bergan Kdv Wealth Management, LLC transactions in Manulife Financial Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 653 shares of MFC stock, worth $21,202. This represents 0.0% of its overall portfolio holdings.

Number of Shares
653
Previous 646 1.08%
Holding current value
$21,202
Previous $11,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

BUY
$18.19 - $19.98 $127 - $139
7 Added 1.08%
653 $12,000
Q1 2023

Apr 27, 2023

BUY
$17.53 - $20.17 $175 - $201
10 Added 1.57%
646 $11,000
Q4 2022

Jan 31, 2023

BUY
$15.31 - $18.14 $750 - $888
49 Added 8.35%
636 $11,000
Q3 2022

Oct 24, 2022

BUY
$15.64 - $19.12 $938 - $1,147
60 Added 11.39%
587 $9,000
Q2 2022

Jul 13, 2022

BUY
$16.49 - $21.47 $4,617 - $6,011
280 Added 113.36%
527 $9,000
Q4 2020

Feb 04, 2021

SELL
$13.34 - $18.23 $1,560 - $2,132
-117 Reduced 32.14%
247 $4,000
Q3 2020

Nov 05, 2020

SELL
$13.2 - $15.49 $28,604 - $33,566
-2,167 Reduced 85.62%
364 $5,000
Q2 2020

Aug 13, 2020

SELL
$11.34 - $15.04 $1,236 - $1,639
-109 Reduced 4.13%
2,531 $34,000
Q1 2020

Apr 24, 2020

SELL
$8.9 - $21.14 $11,970 - $28,433
-1,345 Reduced 33.75%
2,640 $33,000
Q4 2019

Feb 10, 2020

BUY
$17.28 - $20.29 $27,146 - $31,875
1,571 Added 65.08%
3,985 $81,000
Q2 2018

Jul 23, 2018

BUY
$17.8 - $19.57 $42,969 - $47,241
2,414 New
2,414 $43,000

Others Institutions Holding MFC

About MANULIFE FINANCIAL CORP


  • Ticker MFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 1,888,220,032
  • Market Cap $61.3B
  • Description
  • Manulife Financial Corporation, together with its subsidiaries, provides financial products and services in Asia, Canada, the United States, and internationally. The company operates through Wealth and Asset Management Businesses; Insurance and Annuity Products; And Corporate and Other segments. The Wealth and Asset Management Businesses segment...
More about MFC
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.