AW
Atlas Wealth’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 | $3.67M | Sell |
59,467
-6,083
| -9% | -$375K | 1.34% | 25 |
|
|
2025
Q1 | $3.76M | Buy |
65,550
+20,872
| +47% | +$1.2M | 1.46% | 23 |
|
|
2024
Q4 | $2.67M | Hold |
44,678
| – | – | 1.01% | 29 |
|
|
2024
Q3 | $2.69M | Sell |
44,678
-45,108
| -50% | -$2.72M | 1.16% | 22 |
|
|
2024
Q2 | $4.92M | Buy |
89,786
+45,115
| +101% | +$2.47M | 0.58% | 49 |
|
|
2024
Q1 | $2.56M | Buy |
44,671
+4,724
| +12% | +$271K | 1.25% | 19 |
|
|
2023
Q4 | $1.89M | Hold |
39,947
| – | – | 1.03% | 19 |
|
|
2023
Q3 | $1.89M | Buy |
39,947
+1,783
| +5% | +$84.4K | 0.35% | 53 |
|
|
2023
Q2 | $1.96M | Sell |
38,164
-657
| -2% | -$33.7K | 0.36% | 54 |
|
|
2023
Q1 | $1.86M | Buy |
38,821
+1,800
| +5% | +$86.2K | 0.36% | 56 |
|
|
2022
Q4 | $1.72M | Buy |
+37,021
| New | +$1.72M | 0.46% | 44 |
|