B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,645
| Closed | -$437K | – | 1414 |
|
|
2024
Q1 | $437K | Buy |
16,645
+2,967
| +22% | +$77.9K | 0.01% | 861 |
|
|
2023
Q4 | $412K | Sell |
13,678
-2,967
| -18% | -$89.4K | 0.01% | 918 |
|
|
2023
Q3 | $437K | Sell |
16,645
-752
| -4% | -$19.7K | 0.01% | 861 |
|
|
2023
Q2 | $467K | Sell |
17,397
-94
| -0.5% | -$2.53K | 0.01% | 887 |
|
|
2023
Q1 | $534K | Buy |
17,491
+862
| +5% | +$26.3K | 0.01% | 777 |
|
|
2022
Q4 | $555K | Sell |
16,629
-1,179
| -7% | -$39.4K | 0.02% | 746 |
|
|
2022
Q3 | $562K | Buy |
17,808
+929
| +6% | +$29.3K | 0.02% | 705 |
|
|
2022
Q2 | $627K | Buy |
16,879
+509
| +3% | +$18.9K | 0.03% | 570 |
|
|
2022
Q1 | $659K | Sell |
16,370
-999
| -6% | -$40.2K | 0.02% | 616 |
|
|
2021
Q4 | $810K | Buy |
17,369
+1,453
| +9% | +$67.8K | 0.02% | 599 |
|
|
2021
Q3 | $677K | Buy |
15,916
+2,307
| +17% | +$98.1K | 0.02% | 662 |
|
|
2021
Q2 | $511K | Buy |
13,609
+2,080
| +18% | +$78.1K | 0.02% | 759 |
|
|
2021
Q1 | $444K | Buy |
+11,529
| New | +$444K | 0.02% | 791 |
|
|
2015
Q1 | – | Sell |
-75
| Closed | -$2 | – | 747 |
|
|
2014
Q4 | $2 | Buy |
+75
| New | +$2 | ﹤0.01% | 3366 |
|
|
2014
Q3 | – | Sell |
-75
| Closed | -$1.74K | – | 803 |
|
|
2014
Q2 | $1.74K | Buy |
+75
| New | +$1.74K | ﹤0.01% | 2241 |
|