Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $37K | Buy |
865
+455
| +111% | +$19.5K | ﹤0.01% | 799 |
|
|
2021
Q3 | $17K | Sell |
410
-1,500
| -79% | -$62.2K | ﹤0.01% | 1034 |
|
|
2021
Q2 | $71K | Buy |
+1,910
| New | +$71K | ﹤0.01% | 685 |
|
|
2014
Q3 | – | Sell |
-455
| Closed | -$11K | – | 839 |
|
|
2014
Q2 | $11K | Hold |
455
| – | – | ﹤0.01% | 582 |
|
|
2014
Q1 | $11K | Buy |
+455
| New | +$11K | ﹤0.01% | 514 |
|
|
2013
Q4 | – | Sell |
-455
| Closed | -$9K | – | 810 |
|
|
2013
Q3 | $9K | Buy |
+455
| New | +$9K | ﹤0.01% | 537 |
|