Carson Wealth (CWM LLC)’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
7,666
+134
| +2% | +$8.2K | ﹤0.01% | 1623 |
|
|
2025
Q1 | $432K | Sell |
7,532
-641
| -8% | -$36.8K | ﹤0.01% | 1508 |
|
|
2024
Q4 | $488K | Buy |
8,173
+4,928
| +152% | +$294K | ﹤0.01% | 1386 |
|
|
2024
Q3 | $195K | Buy |
3,245
+1,033
| +47% | +$62.1K | ﹤0.01% | 1767 |
|
|
2024
Q2 | $122K | Buy |
2,212
+256
| +13% | +$14.1K | ﹤0.01% | 1850 |
|
|
2024
Q1 | $112K | Sell |
1,956
-1,085
| -36% | -$62.1K | ﹤0.01% | 1806 |
|
|
2023
Q4 | $160K | Buy |
3,041
+245
| +9% | +$12.9K | ﹤0.01% | 1516 |
|
|
2023
Q3 | $132K | Sell |
2,796
-356
| -11% | -$16.8K | ﹤0.01% | 1483 |
|
|
2023
Q2 | $157K | Sell |
3,152
-1,424
| -31% | -$70.9K | ﹤0.01% | 1345 |
|
|
2023
Q1 | $219K | Buy |
4,576
+4,349
| +1,916% | +$208K | ﹤0.01% | 1160 |
|
|
2022
Q4 | $11K | Hold |
227
| – | – | ﹤0.01% | 2750 |
|
|
2022
Q3 | $10K | Hold |
227
| – | – | ﹤0.01% | 2678 |
|
|
2022
Q2 | $10K | Hold |
227
| – | – | ﹤0.01% | 2583 |
|
|
2022
Q1 | $12K | Sell |
227
-410
| -64% | -$21.7K | ﹤0.01% | 2371 |
|
|
2021
Q4 | $35K | Buy |
+637
| New | +$35K | ﹤0.01% | 1721 |
|
|
2021
Q2 | $33K | Hold |
637
| – | – | ﹤0.01% | 1568 |
|
|
2021
Q1 | $33K | Hold |
637
| – | – | ﹤0.01% | 1568 |
|
|
2020
Q4 | $33K | Hold |
637
| – | – | ﹤0.01% | 1568 |
|
|
2020
Q3 | $33K | Hold |
637
| – | – | ﹤0.01% | 1568 |
|
|
2020
Q2 | $33K | Hold |
637
| – | – | ﹤0.01% | 1568 |
|
|
2020
Q1 | $33K | Hold |
637
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q4 | $33K | Hold |
637
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q3 | $33K | Hold |
637
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q2 | $33K | Hold |
637
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q1 | $33K | Buy |
+637
| New | +$33K | ﹤0.01% | 1568 |
|