Atria Wealth Solutions’s John Hancock Financial Opportunities Fund BTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,393
| Closed | -$291K | – | 1914 |
|
|
2024
Q2 | $291K | Buy |
10,393
+1,101
| +12% | +$30.8K | ﹤0.01% | 1508 |
|
|
2024
Q1 | $275K | Sell |
9,292
-1,080
| -10% | -$31.9K | ﹤0.01% | 1605 |
|
|
2023
Q4 | $312K | Sell |
10,372
-2,424
| -19% | -$72.9K | ﹤0.01% | 1463 |
|
|
2023
Q3 | $336K | Sell |
12,796
-489
| -4% | -$12.8K | ﹤0.01% | 1339 |
|
|
2023
Q2 | $356K | Sell |
13,285
-1,258
| -9% | -$33.7K | ﹤0.01% | 1334 |
|
|
2023
Q1 | $444K | Buy |
+14,543
| New | +$444K | 0.01% | 1194 |
|
|
2022
Q4 | – | Sell |
-6,394
| Closed | -$202K | – | 1796 |
|
|
2022
Q3 | $202K | Sell |
6,394
-7,684
| -55% | -$243K | ﹤0.01% | 1545 |
|
|
2022
Q2 | $523K | Sell |
14,078
-1,487
| -10% | -$55.2K | 0.01% | 927 |
|
|
2022
Q1 | $626K | Buy |
+15,565
| New | +$626K | 0.01% | 939 |
|