B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $534K | Buy |
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|
2022
Q4 | $555K | Sell |
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|
2022
Q3 | $562K | Buy |
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|
2022
Q2 | $627K | Buy |
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|
2022
Q1 | $659K | Sell |
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|
2021
Q4 | $810K | Buy |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $511K | Buy |
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|
2021
Q1 | $444K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.74K | Buy |
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