CFA
BTO

Carroll Financial Associates’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Carroll Financial Associates’s Portfolio BTO Stock Details BTO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$37K Buy
2021
Q3 		$17K Sell
2021
Q2 		$71K Buy
2014
Q3 		– Sell
2014
Q2 		$11K Hold
2014
Q1 		$11K Buy
2013
Q4 		– Sell
2013
Q3 		$9K Buy