Carson Wealth (CWM LLC)’s John Hancock Financial Opportunities Fund BTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Buy |
693
+179
| +35% | +$6.46K | ﹤0.01% | 3763 |
|
|
2025
Q1 | $18K | Hold |
514
| – | – | ﹤0.01% | 3736 |
|
|
2024
Q4 | $18K | Hold |
514
| – | – | ﹤0.01% | 3497 |
|
|
2024
Q3 | $17K | Hold |
514
| – | – | ﹤0.01% | 3446 |
|
|
2024
Q2 | $14K | Hold |
514
| – | – | ﹤0.01% | 3326 |
|
|
2024
Q1 | $15K | Sell |
514
-75
| -13% | -$2.19K | ﹤0.01% | 3072 |
|
|
2023
Q4 | $18K | Hold |
589
| – | – | ﹤0.01% | 2820 |
|
|
2023
Q3 | $15K | Hold |
589
| – | – | ﹤0.01% | 2861 |
|
|
2023
Q2 | $16K | Hold |
589
| – | – | ﹤0.01% | 2771 |
|
|
2023
Q1 | $18K | Buy |
589
+75
| +15% | +$2.29K | ﹤0.01% | 2563 |
|
|
2022
Q4 | $17K | Buy |
514
+257
| +100% | +$8.5K | ﹤0.01% | 2464 |
|
|
2022
Q3 | $8K | Buy |
257
+68
| +36% | +$2.12K | ﹤0.01% | 2795 |
|
|
2022
Q2 | $7K | Sell |
189
-2,081
| -92% | -$77.1K | ﹤0.01% | 2774 |
|
|
2022
Q1 | $91K | Hold |
2,270
| – | – | ﹤0.01% | 1355 |
|
|
2021
Q4 | $106K | Buy |
+2,270
| New | +$106K | ﹤0.01% | 1268 |
|
|
2021
Q2 | $85K | Hold |
2,270
| – | – | ﹤0.01% | 1189 |
|
|
2021
Q1 | $85K | Hold |
2,270
| – | – | ﹤0.01% | 1189 |
|
|
2020
Q4 | $85K | Hold |
2,270
| – | – | ﹤0.01% | 1189 |
|
|
2020
Q3 | $85K | Hold |
2,270
| – | – | ﹤0.01% | 1189 |
|
|
2020
Q2 | $85K | Hold |
2,270
| – | – | ﹤0.01% | 1189 |
|
|
2020
Q1 | $85K | Hold |
2,270
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q4 | $85K | Hold |
2,270
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q3 | $85K | Hold |
2,270
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q2 | $85K | Hold |
2,270
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q1 | $85K | Buy |
+2,270
| New | +$85K | ﹤0.01% | 1189 |
|