All Season Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $409K | Sell |
12,333
-1,217
| -9% | -$40.4K | 0.35% | 70 |
|
|
2024
Q2 | $380K | Sell |
13,550
-863
| -6% | -$24.2K | 0.34% | 72 |
|
|
2024
Q1 | $426K | Sell |
14,413
-4,994
| -26% | -$148K | 0.35% | 75 |
|
|
2023
Q4 | $584K | Buy |
19,407
+6,319
| +48% | +$190K | 0.5% | 54 |
|
|
2023
Q3 | $344K | Buy |
13,088
+626
| +5% | +$16.4K | 0.35% | 74 |
|
|
2023
Q2 | $334K | Buy |
+12,462
| New | +$334K | 0.3% | 79 |
|