Avidian Wealth Enterprises’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
6,909
-2,235
| -24% | -$79.2K | 0.01% | 480 |
|
|
2025
Q1 | $312K | Hold |
9,144
| – | – | 0.01% | 408 |
|
|
2024
Q4 | $326K | Sell |
9,144
-1,320
| -13% | -$47.1K | 0.01% | 382 |
|
|
2024
Q3 | $347K | Hold |
10,464
| – | – | 0.02% | 367 |
|
|
2024
Q2 | $293K | Hold |
10,464
| – | – | 0.01% | 387 |
|
|
2024
Q1 | $310K | Hold |
10,464
| – | – | 0.02% | 349 |
|
|
2023
Q4 | $315K | Hold |
10,464
| – | – | 0.02% | 329 |
|
|
2023
Q3 | $275K | Hold |
10,464
| – | – | 0.02% | 338 |
|
|
2023
Q2 | $281K | Buy |
10,464
+2,800
| +37% | +$75.1K | 0.02% | 346 |
|
|
2023
Q1 | $234K | Hold |
7,664
| – | – | 0.01% | 428 |
|
|
2022
Q4 | $255K | Hold |
7,664
| – | – | 0.02% | 385 |
|
|
2022
Q3 | $242K | Sell |
7,664
-1,120
| -13% | -$35.4K | 0.02% | 367 |
|
|
2022
Q2 | $326K | Sell |
8,784
-992
| -10% | -$36.8K | 0.02% | 333 |
|
|
2022
Q1 | $393K | Sell |
9,776
-130
| -1% | -$5.23K | 0.02% | 339 |
|
|
2021
Q4 | $462K | Buy |
+9,906
| New | +$462K | 0.03% | 308 |
|