Avantax Planning Partners’s John Hancock Multifactor Financials ETF JHMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,345
| Closed | -$290K | – | 296 |
|
|
2020
Q1 | $290K | Hold |
10,345
| – | – | 0.02% | 207 |
|
|
2019
Q4 | $426K | Sell |
10,345
-919
| -8% | -$37.8K | 0.03% | 195 |
|
|
2019
Q3 | $433K | Sell |
11,264
-3,471
| -24% | -$133K | 0.03% | 185 |
|
|
2019
Q2 | $566K | Sell |
14,735
-24,667
| -63% | -$948K | 0.04% | 156 |
|
|
2019
Q1 | $1.39M | Buy |
39,402
+14,855
| +61% | +$523K | 0.1% | 84 |
|
|
2018
Q4 | $769K | Sell |
24,547
-120
| -0.5% | -$3.76K | 0.06% | 112 |
|
|
2018
Q3 | $918K | Sell |
24,667
-17,493
| -41% | -$651K | 0.07% | 86 |
|
|
2018
Q2 | $1.53M | Sell |
42,160
-1,026
| -2% | -$37.2K | 0.14% | 58 |
|
|
2018
Q1 | $1.6M | Sell |
43,186
-1,447
| -3% | -$53.7K | 0.14% | 63 |
|
|
2017
Q4 | $1.64M | Sell |
44,633
-13,450
| -23% | -$495K | 0.15% | 56 |
|
|
2017
Q3 | $2M | Sell |
58,083
-152
| -0.3% | -$5.22K | 0.16% | 65 |
|
|
2017
Q2 | $1.91M | Sell |
58,235
-2,798
| -5% | -$91.8K | 0.16% | 64 |
|
|
2017
Q1 | $1.93M | Buy |
+61,033
| New | +$1.93M | 0.17% | 54 |
|