Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,573
| Closed | -$239K | – | 466 |
|
|
2019
Q4 | $239K | Hold |
6,573
| – | – | 0.02% | 401 |
|
|
2019
Q3 | $211K | Hold |
6,573
| – | – | 0.02% | 396 |
|
|
2019
Q2 | $212K | Hold |
6,573
| – | – | 0.02% | 408 |
|
|
2019
Q1 | $210K | Buy |
+6,573
| New | +$210K | 0.03% | 382 |
|
|
2018
Q4 | – | Sell |
-6,573
| Closed | -$243K | – | 354 |
|
|
2018
Q3 | $243K | Hold |
6,573
| – | – | 0.04% | 310 |
|
|
2018
Q2 | $245K | Hold |
6,573
| – | – | 0.04% | 298 |
|
|
2018
Q1 | $252K | Buy |
+6,573
| New | +$252K | 0.05% | 263 |
|