Beaumont Financial Advisors’s John Hancock Multifactor Financials ETF JHMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,396
| Closed | -$350K | – | 391 |
|
|
2021
Q2 | $350K | Buy |
7,396
+828
| +13% | +$39.2K | 0.03% | 266 |
|
|
2021
Q1 | $309K | Sell |
6,568
-686
| -9% | -$32.3K | 0.03% | 266 |
|
|
2020
Q4 | $301K | Sell |
7,254
-2,877
| -28% | -$119K | 0.03% | 268 |
|
|
2020
Q3 | $346K | Buy |
+10,131
| New | +$346K | 0.03% | 243 |
|
|
2020
Q1 | – | Sell |
-11,213
| Closed | -$461K | – | 302 |
|
|
2019
Q4 | $461K | Sell |
11,213
-12,762
| -53% | -$525K | 0.05% | 190 |
|
|
2019
Q3 | $922K | Sell |
23,975
-2,995
| -11% | -$115K | 0.09% | 133 |
|
|
2019
Q2 | $1.02M | Sell |
26,970
-2,116
| -7% | -$79.9K | 0.11% | 116 |
|
|
2019
Q1 | $1.02M | Buy |
+29,086
| New | +$1.02M | 0.11% | 115 |
|