CWS
BTO

Confluence Wealth Services’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Confluence Wealth Services’s Portfolio BTO Stock Details BTO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-73
Closed -$3K – 365
2021
Q4 		$3K Buy
+73
New +$3K ﹤0.01% 1101