Concourse Financial Group Securities’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1146 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3114 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3111 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3155 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3166 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3117 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3121 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3119 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3089 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3032 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2818 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2888 |
|
|
2022
Q1 | – | Sell |
-575
| Closed | -$27K | – | 2844 |
|
|
2021
Q4 | $27K | Hold |
575
| – | – | ﹤0.01% | 1522 |
|
|
2021
Q3 | $24K | Hold |
575
| – | – | ﹤0.01% | 1589 |
|
|
2021
Q2 | $22K | Buy |
575
+75
| +15% | +$2.87K | ﹤0.01% | 1610 |
|
|
2021
Q1 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 1574 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2820 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2684 |
|
|
2020
Q2 | – | Sell |
-400
| Closed | -$7K | – | 2593 |
|
|
2020
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 1541 |
|
|
2019
Q4 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 1326 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$13K | – | 2295 |
|
|
2019
Q2 | $13K | Sell |
400
-600
| -60% | -$19.5K | ﹤0.01% | 1394 |
|
|
2019
Q1 | $31K | Sell |
1,000
-200
| -17% | -$6.2K | ﹤0.01% | 1064 |
|
|
2018
Q4 | $33K | Buy |
1,200
+400
| +50% | +$11K | ﹤0.01% | 945 |
|
|
2018
Q3 | $30K | Buy |
+800
| New | +$30K | 0.01% | 716 |
|