Carson Wealth (CWM LLC)’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $544K | Buy |
8,110
+918
| +13% | +$63.1K | ﹤0.01% | 1950 |
|
|
2025
Q4 | $471K | Buy |
7,192
+21
| +0.3% | +$1.36K | ﹤0.01% | 1958 |
|
|
2025
Q3 | $464K | Sell |
7,171
-495
| -6% | -$31.3K | ﹤0.01% | 1849 |
|
|
2025
Q2 | $469K | Buy |
7,666
+134
| +2% | +$7.72K | ﹤0.01% | 1625 |
|
|
2025
Q1 | $432K | Sell |
7,532
-641
| -8% | -$38.6K | ﹤0.01% | 1510 |
|
|
2024
Q4 | $488K | Buy |
8,173
+4,928
| +152% | +$304K | ﹤0.01% | 1387 |
|
|
2024
Q3 | $195K | Buy |
3,245
+1,033
| +47% | +$59.1K | ﹤0.01% | 1768 |
|
|
2024
Q2 | $122K | Buy |
2,212
+256
| +13% | +$14.2K | ﹤0.01% | 1852 |
|
|
2024
Q1 | $112K | Sell |
1,956
-1,085
| -36% | -$58.3K | ﹤0.01% | 1808 |
|
|
2023
Q4 | $160K | Buy |
3,041
+245
| +9% | +$11.8K | ﹤0.01% | 1518 |
|
|
2023
Q3 | $132K | Sell |
2,796
-356
| -11% | -$17.7K | ﹤0.01% | 1484 |
|
|
2023
Q2 | $157K | Sell |
3,152
-1,424
| -31% | -$67.7K | ﹤0.01% | 1347 |
|
|
2023
Q1 | $219K | Buy |
4,576
+4,349
| +1,916% | +$211K | ﹤0.01% | 1162 |
|
|
2022
Q4 | $11K | Hold |
227
| – | – | ﹤0.01% | 2753 |
|
|
2022
Q3 | $10K | Hold |
227
| – | – | ﹤0.01% | 2681 |
|
|
2022
Q2 | $10K | Hold |
227
| – | – | ﹤0.01% | 2586 |
|
|
2022
Q1 | $12K | Sell |
227
-410
| -64% | -$21.3K | ﹤0.01% | 2375 |
|
|
2021
Q4 | $35K | Buy |
+637
| New | +$34.7K | ﹤0.01% | 1723 |
|
|
2021
Q2 | $33K | Hold |
637
| – | – | ﹤0.01% | 1571 |
|
|
2021
Q1 | $33K | Hold |
637
| – | – | ﹤0.01% | 1571 |
|
|
2020
Q4 | $33K | Hold |
637
| – | – | ﹤0.01% | 1571 |
|
|
2020
Q3 | $33K | Hold |
637
| – | – | ﹤0.01% | 1571 |
|
|
2020
Q2 | $33K | Hold |
637
| – | – | ﹤0.01% | 1571 |
|
|
2020
Q1 | $33K | Hold |
637
| – | – | ﹤0.01% | 1571 |
|
|
2019
Q4 | $33K | Hold |
637
| – | – | ﹤0.01% | 1571 |
|
|
2019
Q3 | $33K | Hold |
637
| – | – | ﹤0.01% | 1571 |
|
|
2019
Q2 | $33K | Hold |
637
| – | – | ﹤0.01% | 1571 |
|
|
2019
Q1 | $33K | Buy |
+637
| New | +$21.6K | ﹤0.01% | 1571 |
|
Other funds holding JHMM
