BAM
BTO

Belpointe Asset Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Belpointe Asset Management’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12
Closed -$366 – 959
2023
Q1 		$366 Buy
+12
New +$366 ﹤0.01% 3619
2021
Q3 		– Sell
-3,500
Closed -$131K – 1172
2021
Q2 		$131K Buy
+3,500
New +$131K 0.01% 1008