Carson Wealth (CWM LLC)’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
14,262
-270
| -2% | -$19.8K | ﹤0.01% | 1225 |
|
|
2025
Q1 | $980K | Sell |
14,532
-3,231
| -18% | -$218K | ﹤0.01% | 1136 |
|
|
2024
Q4 | $1.24M | Buy |
17,763
+17,337
| +4,070% | +$1.21M | 0.01% | 967 |
|
|
2024
Q3 | $30K | Hold |
426
| – | – | ﹤0.01% | 3091 |
|
|
2024
Q2 | $28K | Hold |
426
| – | – | ﹤0.01% | 2890 |
|
|
2024
Q1 | $28K | Sell |
426
-724
| -63% | -$47.6K | ﹤0.01% | 2672 |
|
|
2023
Q4 | $68K | Buy |
+1,150
| New | +$68K | ﹤0.01% | 1991 |
|
|
2023
Q2 | – | Sell |
-94
| Closed | -$5K | – | 4304 |
|
|
2023
Q1 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 3297 |
|