AO
Advisor OS’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,991
| Closed | -$401K | – | 400 |
|
|
2024
Q1 | $401K | Sell |
6,991
-4,165
| -37% | -$239K | 0.05% | 267 |
|
|
2023
Q4 | $587K | Sell |
11,156
-191
| -2% | -$10.1K | 0.08% | 195 |
|
|
2023
Q3 | $537K | Sell |
11,347
-953
| -8% | -$45.1K | 0.08% | 184 |
|
|
2023
Q2 | $611K | Buy |
12,300
+575
| +5% | +$28.6K | 0.1% | 185 |
|
|
2023
Q1 | $561K | Sell |
11,725
-3,349
| -22% | -$160K | 0.13% | 156 |
|
|
2022
Q4 | $702K | Sell |
15,074
-12,658
| -46% | -$589K | 0.19% | 124 |
|
|
2022
Q3 | $1.18M | Buy |
27,732
+545
| +2% | +$23.2K | 0.36% | 58 |
|
|
2022
Q2 | $1.2M | Sell |
27,187
-70
| -0.3% | -$3.09K | 0.35% | 59 |
|
|
2022
Q1 | $1.43M | Buy |
+27,257
| New | +$1.43M | 0.41% | 56 |
|