Avidian Wealth Enterprises’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $208K | Sell |
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|
2025
Q2 | $245K | Sell |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $326K | Sell |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $310K | Hold |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $281K | Buy |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $462K | Buy |
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