Concert Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $417K | Hold |
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|
2016
Q4 | $417K | Hold |
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|
2016
Q3 | $319K | Hold |
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|
2016
Q2 | $296K | Hold |
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|
2016
Q1 | $278K | Sell |
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|
2015
Q4 | $325K | Hold |
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|
2015
Q3 | $293K | Hold |
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|
2015
Q2 | $316K | Hold |
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|
2015
Q1 | $263K | Hold |
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|
2014
Q4 | $275K | Hold |
|
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|
2014
Q3 | $257K | Sell |
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|
2014
Q2 | $262K | Hold |
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|
2014
Q1 | $278K | Hold |
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|
2013
Q4 | $277K | Buy |
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|
2013
Q3 | $246K | Sell |
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|
2013
Q2 | $252K | Buy |
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