Benjamin F. Edwards & Company’s John Hancock Financial Opportunities Fund BTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$2K | – | 2123 |
|
|
2023
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1977 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$2K | – | 1760 |
|
|
2023
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1664 |
|
|
2022
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1709 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1693 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1668 |
|
|
2022
Q1 | $2K | Sell |
50
-429
| -90% | -$17.2K | ﹤0.01% | 1643 |
|
|
2021
Q4 | $22K | Hold |
479
| – | – | ﹤0.01% | 1218 |
|
|
2021
Q3 | $20K | Hold |
479
| – | – | ﹤0.01% | 1228 |
|
|
2021
Q2 | $18K | Sell |
479
-400
| -46% | -$15K | ﹤0.01% | 1244 |
|
|
2021
Q1 | $34K | Sell |
879
-321
| -27% | -$12.4K | ﹤0.01% | 1091 |
|
|
2020
Q4 | $36K | Hold |
1,200
| – | – | ﹤0.01% | 1043 |
|
|
2020
Q3 | $26K | Hold |
1,200
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q2 | $28K | Buy |
1,200
+357
| +42% | +$8.33K | ﹤0.01% | 1018 |
|
|
2020
Q1 | $15K | Sell |
843
-322
| -28% | -$5.73K | ﹤0.01% | 1150 |
|
|
2019
Q4 | $42K | Buy |
1,165
+305
| +35% | +$11K | ﹤0.01% | 1012 |
|
|
2019
Q3 | $28K | Hold |
860
| – | – | ﹤0.01% | 1089 |
|
|
2019
Q2 | $28K | Hold |
860
| – | – | ﹤0.01% | 1080 |
|
|
2019
Q1 | $27K | Buy |
860
+529
| +160% | +$16.6K | ﹤0.01% | 1041 |
|
|
2018
Q4 | $9K | Buy |
+331
| New | +$9K | ﹤0.01% | 1301 |
|