CSPIA
BTO

Cary Street Partners Investment Advisory’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-75
Closed -$1.97K – 779
2023
Q3 		$1.97K Hold
75
– – ﹤0.01% 1666
2023
Q2 		$2.01K Buy
+75
New +$2.01K ﹤0.01% 1586