B. Riley Wealth Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,442
| Closed | -$210K | – | 1508 |
|
2024
Q1 | $210K | Buy |
4,442
+20
| +0.5% | +$946 | 0.01% | 1247 |
|
2023
Q4 | $233K | Sell |
4,422
-20
| -0.5% | -$1.05K | 0.01% | 1177 |
|
2023
Q3 | $210K | Buy |
4,442
+40
| +0.9% | +$1.89K | 0.01% | 1247 |
|
2023
Q2 | $219K | Sell |
4,402
-100
| -2% | -$4.97K | ﹤0.01% | 1304 |
|
2023
Q1 | $216K | Buy |
4,502
+20
| +0.4% | +$958 | 0.01% | 1258 |
|
2022
Q4 | $209K | Buy |
+4,482
| New | +$209K | 0.01% | 1235 |
|
2022
Q2 | – | Sell |
-4,482
| Closed | -$236K | – | 1307 |
|
2022
Q1 | $236K | Buy |
4,482
+307
| +7% | +$16.2K | 0.01% | 1135 |
|
2021
Q4 | $233K | Buy |
+4,175
| New | +$233K | 0.01% | 1198 |
|