AWM
Aspire Wealth Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $481K | Sell |
6,929
-1
| -0% | -$69 | 0.26% | 65 |
|
|
2024
Q2 | $451K | Sell |
6,930
-184
| -3% | -$12K | 0.26% | 62 |
|
|
2024
Q1 | $461K | Sell |
7,114
-204
| -3% | -$13.2K | 0.28% | 59 |
|
|
2023
Q4 | $430K | Hold |
7,318
| – | – | 0.29% | 58 |
|
|
2023
Q3 | $388K | Sell |
7,318
-565
| -7% | -$30K | 0.3% | 57 |
|
|
2023
Q2 | $433K | Hold |
7,883
| – | – | 0.33% | 56 |
|
|
2023
Q1 | $408K | Buy |
7,883
+49
| +0.6% | +$2.54K | 0.33% | 58 |
|
|
2022
Q4 | $386K | Hold |
7,834
| – | – | 0.34% | 51 |
|
|
2022
Q3 | $356K | Buy |
7,834
+33
| +0.4% | +$1.5K | 0.34% | 53 |
|
|
2022
Q2 | $372K | Sell |
7,801
-10
| -0.1% | -$477 | 0.34% | 55 |
|
|
2022
Q1 | $443K | Sell |
7,811
-6,361
| -45% | -$361K | 0.35% | 50 |
|
|
2021
Q4 | $843K | Buy |
+14,172
| New | +$843K | 0.68% | 39 |
|