AWM
Avior Wealth Management’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 | $258K | Sell |
4,224
-307
| -7% | -$18.8K | 0.01% | 607 |
|
|
2025
Q1 | $260K | Sell |
4,531
-1,366
| -23% | -$78.3K | 0.01% | 587 |
|
|
2024
Q4 | $352K | Sell |
5,897
-214
| -4% | -$12.8K | 0.01% | 545 |
|
|
2024
Q3 | $368K | Hold |
6,111
| – | – | 0.01% | 533 |
|
|
2024
Q2 | $336K | Sell |
6,111
-19
| -0.3% | -$1.05K | 0.01% | 539 |
|
|
2024
Q1 | $352K | Buy |
6,130
+2,649
| +76% | +$152K | 0.02% | 540 |
|
|
2023
Q4 | $183K | Sell |
3,481
-28
| -0.8% | -$1.48K | 0.01% | 529 |
|
|
2023
Q3 | $166K | Sell |
3,509
-150
| -4% | -$7.1K | 0.01% | 561 |
|
|
2023
Q2 | $182K | Sell |
3,659
-648
| -15% | -$32.2K | 0.01% | 545 |
|
|
2023
Q1 | $206K | Sell |
4,307
-13
| -0.3% | -$623 | 0.01% | 523 |
|
|
2022
Q4 | $201K | Buy |
4,320
+27
| +0.6% | +$1.26K | 0.02% | 466 |
|
|
2022
Q3 | $182K | Sell |
4,293
-84
| -2% | -$3.56K | 0.02% | 463 |
|
|
2022
Q2 | $193K | Sell |
4,377
-3
| -0.1% | -$132 | 0.02% | 424 |
|
|
2022
Q1 | $230K | Sell |
4,380
-370
| -8% | -$19.4K | 0.02% | 417 |
|
|
2021
Q4 | $264K | Buy |
4,750
+18
| +0.4% | +$1K | 0.02% | 398 |
|
|
2021
Q3 | $244K | Hold |
4,732
| – | – | 0.02% | 400 |
|
|
2021
Q2 | $245K | Sell |
4,732
-152
| -3% | -$7.87K | 0.02% | 387 |
|
|
2021
Q1 | $239K | Sell |
4,884
-1,476
| -23% | -$72.2K | 0.03% | 383 |
|
|
2020
Q4 | $286K | Sell |
6,360
-4,705
| -43% | -$212K | 0.04% | 349 |
|
|
2020
Q3 | $416K | Sell |
11,065
-18,963
| -63% | -$713K | 0.06% | 273 |
|
|
2020
Q2 | $1.05M | Buy |
+30,028
| New | +$1.05M | 0.17% | 133 |
|