Beaumont Financial Advisors’s John Hancock Multifactor Energy ETF JHME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-19,175
| Closed | -$365K | – | 394 |
|
|
2021
Q2 | $365K | Buy |
19,175
+1,952
| +11% | +$37.2K | 0.03% | 261 |
|
|
2021
Q1 | $324K | Buy |
+17,223
| New | +$324K | 0.03% | 259 |
|
|
2019
Q2 | – | Sell |
-38,768
| Closed | -$1.03M | – | 263 |
|
|
2019
Q1 | $1.03M | Buy |
+38,768
| New | +$1.03M | 0.11% | 111 |
|
|
2018
Q4 | – | Sell |
-38,048
| Closed | -$1.24M | – | 249 |
|
|
2018
Q3 | $1.24M | Sell |
38,048
-22,458
| -37% | -$734K | 0.12% | 93 |
|
|
2018
Q2 | $1.96M | Buy |
+60,506
| New | +$1.96M | 0.21% | 70 |
|