Bogart Wealth LLC’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.18K	Hold	231	–	–	﹤0.01%	827
2025 Q1	$7.88K	Hold	231	–	–	﹤0.01%	799
2024 Q4	$8.24K	Hold	231	–	–	﹤0.01%	771
2024 Q3	$7.66K	Hold	231	–	–	﹤0.01%	747
2024 Q2	$6.47K	Hold	231	–	–	﹤0.01%	736
2024 Q1	$6.83K	Hold	231	–	–	﹤0.01%	705
2023 Q4	$6.95K	Hold	231	–	–	﹤0.01%	686
2023 Q3	$6.07K	Hold	231	–	–	﹤0.01%	683
2023 Q2	$6.2K	Hold	231	–	–	﹤0.01%	670
2023 Q1	$7.06K	Hold	231	–	–	﹤0.01%	654
2022 Q4	$7.7K	Hold	231	–	–	﹤0.01%	594
2022 Q3	$7K	Hold	231	–	–	﹤0.01%	618
2022 Q2	$9K	Hold	231	–	–	﹤0.01%	552
2022 Q1	$9K	Hold	231	–	–	﹤0.01%	498
2021 Q4	$11K	Hold	231	–	–	﹤0.01%	466
2021 Q3	$10K	Hold	231	–	–	﹤0.01%	457
2021 Q2	$9K	Hold	231	–	–	﹤0.01%	454
2021 Q1	$9K	Hold	231	–	–	﹤0.01%	427
2020 Q4	$7K	Hold	231	–	–	﹤0.01%	354
2020 Q3	$4K	Hold	231	–	–	﹤0.01%	366
2020 Q2	$5K	Hold	231	–	–	﹤0.01%	344
2020 Q1	$4K	Hold	231	–	–	﹤0.01%	335
2019 Q4	$8K	Hold	231	–	–	﹤0.01%	300
2019 Q3	$7K	Hold	231	–	–	﹤0.01%	278
2019 Q2	$7K	Hold	231	–	–	﹤0.01%	264
2019 Q1	$7K	Hold	231	–	–	﹤0.01%	260
2018 Q4	$6K	Hold	231	–	–	﹤0.01%	267
2018 Q3	$9K	Hold	231	–	–	0.01%	233
2018 Q2	$8K	Hold	231	–	–	﹤0.01%	250
2018 Q1	$9K	Hold	231	–	–	0.01%	238
2017 Q4	$9K	Hold	231	–	–	0.01%	236
2017 Q3	$9K	Buy	+231	New	+$9K	0.01%	235