CWA
Choice Wealth Advisors’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 | $12.1M | Sell |
198,734
-736
| -0.4% | -$45K | 5.49% | 8 |
|
|
2025
Q1 | $11.4M | Buy |
199,470
+2,958
| +2% | +$169K | 5.96% | 7 |
|
|
2024
Q4 | $11.7M | Sell |
196,512
-1,721
| -0.9% | -$103K | 5.99% | 6 |
|
|
2024
Q3 | $11.9M | Buy |
198,233
+844
| +0.4% | +$50.8K | 5.96% | 7 |
|
|
2024
Q2 | $10.9M | Buy |
197,389
+1,954
| +1% | +$108K | 5.76% | 7 |
|
|
2024
Q1 | $11.2M | Sell |
195,435
-2,511
| -1% | -$144K | 6.79% | 5 |
|
|
2023
Q4 | $10.4M | Buy |
197,946
+2,235
| +1% | +$118K | 6.45% | 6 |
|
|
2023
Q3 | $9.26M | Sell |
195,711
-1,899
| -1% | -$89.9K | 6.54% | 6 |
|
|
2023
Q2 | $9.82M | Sell |
197,610
-388
| -0.2% | -$19.3K | 6.68% | 6 |
|
|
2023
Q1 | $9.48M | Buy |
197,998
+2,056
| +1% | +$98.4K | 6.89% | 5 |
|
|
2022
Q4 | $9.12M | Buy |
195,942
+4,405
| +2% | +$205K | 6.84% | 5 |
|
|
2022
Q3 | $8.16M | Buy |
+191,537
| New | +$8.16M | 6.82% | 5 |
|
|
2022
Q2 | – | Sell |
-188,980
| Closed | -$9.75M | – | 44 |
|
|
2022
Q1 | $9.75M | Sell |
188,980
-4,470
| -2% | -$231K | 7.73% | 5 |
|
|
2021
Q4 | $10.8M | Buy |
193,450
+15,882
| +9% | +$883K | 7.91% | 5 |
|
|
2021
Q3 | $9.17M | Buy |
177,568
+22,648
| +15% | +$1.17M | 7.44% | 5 |
|
|
2021
Q2 | $8.03M | Buy |
154,920
+14,605
| +10% | +$757K | 5.77% | 7 |
|
|
2021
Q1 | $6.89M | Buy |
140,315
+21,533
| +18% | +$1.06M | 5.69% | 8 |
|
|
2020
Q4 | $5.34M | Buy |
+118,782
| New | +$5.34M | 4.82% | 8 |
|