AWA
Amplius Wealth Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4M | Buy |
628,519
+11,603
| +2% | +$709K | 3.57% | 7 |
|
|
2025
Q1 | $35.4M | Buy |
616,916
+56,650
| +10% | +$3.25M | 3.68% | 5 |
|
|
2024
Q4 | $33.5M | Sell |
560,266
-21,393
| -4% | -$1.28M | 3.43% | 10 |
|
|
2024
Q3 | $35M | Sell |
581,659
-72,164
| -11% | -$4.34M | 3.82% | 7 |
|
|
2024
Q2 | $36M | Buy |
653,823
+8,020
| +1% | +$441K | 4% | 7 |
|
|
2024
Q1 | $37.1M | Buy |
645,803
+9
| +0% | +$516 | 4.15% | 6 |
|
|
2023
Q4 | $34M | Buy |
645,794
+40,907
| +7% | +$2.15M | 4.11% | 7 |
|
|
2023
Q3 | $28.6M | Sell |
604,887
-14,351
| -2% | -$679K | 3.84% | 8 |
|
|
2023
Q2 | $30.8M | Buy |
619,238
+7,091
| +1% | +$352K | 4.14% | 7 |
|
|
2023
Q1 | $29.3M | Buy |
612,147
+35,097
| +6% | +$1.68M | 4.2% | 7 |
|
|
2022
Q4 | $26.9M | Buy |
+577,050
| New | +$26.9M | 4.29% | 7 |
|
|
2022
Q1 | – | Sell |
-831
| Closed | -$46K | – | 550 |
|
|
2021
Q4 | $46K | Buy |
+831
| New | +$46K | 0.01% | 349 |
|