Advisornet Financial’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.08K | Hold |
200
| – | – | ﹤0.01% | 1558 |
|
2025
Q1 | $6.82K | Sell |
200
-400
| -67% | -$13.6K | ﹤0.01% | 1505 |
|
2024
Q4 | $21.4K | Hold |
600
| – | – | ﹤0.01% | 1097 |
|
2024
Q3 | $19.9K | Hold |
600
| – | – | ﹤0.01% | 1191 |
|
2024
Q2 | $16.8K | Hold |
600
| – | – | ﹤0.01% | 1143 |
|
2024
Q1 | $17.7K | Hold |
600
| – | – | ﹤0.01% | 1112 |
|
2023
Q4 | $18K | Hold |
600
| – | – | ﹤0.01% | 1117 |
|
2023
Q3 | $15.8K | Buy |
+600
| New | +$15.8K | ﹤0.01% | 1109 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 1850 |
|
2022
Q2 | – | Sell |
-496
| Closed | -$20K | – | 1880 |
|
2022
Q1 | $20K | Sell |
496
-3,645
| -88% | -$147K | ﹤0.01% | 1233 |
|
2021
Q4 | $193K | Buy |
4,141
+7
| +0.2% | +$326 | 0.01% | 605 |
|
2021
Q3 | $176K | Buy |
4,134
+7
| +0.2% | +$298 | 0.01% | 612 |
|
2021
Q2 | $155K | Buy |
4,127
+6
| +0.1% | +$225 | 0.01% | 662 |
|
2021
Q1 | $158K | Buy |
4,121
+9
| +0.2% | +$345 | 0.01% | 621 |
|
2020
Q4 | $125K | Sell |
4,112
-789
| -16% | -$24K | 0.01% | 626 |
|
2020
Q3 | $105K | Buy |
4,901
+2,861
| +140% | +$61.3K | 0.01% | 652 |
|
2020
Q2 | $47K | Buy |
2,040
+1,613
| +378% | +$37.2K | ﹤0.01% | 871 |
|
2020
Q1 | $8K | Buy |
427
+6
| +1% | +$112 | ﹤0.01% | 1302 |
|
2019
Q4 | $15K | Buy |
421
+7
| +2% | +$249 | ﹤0.01% | 1258 |
|
2019
Q3 | $13K | Buy |
414
+7
| +2% | +$220 | ﹤0.01% | 1296 |
|
2019
Q2 | $13K | Buy |
407
+7
| +2% | +$224 | ﹤0.01% | 1153 |
|
2019
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 1100 |
|
2018
Q4 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 1055 |
|