Cornerstone Advisors’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
Q2 | $3.42M | Sell |
96,558
-58,340
| -38% | -$2.07M | 0.12% | 144 |
|
|
2025
Q1 | $5.28M | Sell |
154,898
-81,472
| -34% | -$2.78M | 0.23% | 102 |
|
|
2024
Q4 | $8.44M | Buy |
236,370
+9,633
| +4% | +$344K | 0.34% | 70 |
|
|
2024
Q3 | $7.52M | Buy |
226,737
+129,371
| +133% | +$4.29M | 0.3% | 83 |
|
|
2024
Q2 | $2.73M | Buy |
+97,366
| New | +$2.73M | 0.11% | 166 |
|
|
2019
Q1 | – | Sell |
-17,000
| Closed | -$475K | – | 201 |
|
|
2018
Q4 | $475K | Buy |
+17,000
| New | +$475K | 0.04% | 203 |
|
|
2015
Q4 | – | Sell |
-41,016
| Closed | -$1.04M | – | 226 |
|
|
2015
Q3 | $1.04M | Hold |
41,016
| – | – | 0.24% | 110 |
|
|
2015
Q2 | $1.12M | Sell |
41,016
-83,553
| -67% | -$2.27M | 0.25% | 110 |
|
|
2015
Q1 | $2.92M | Buy |
124,569
+17,837
| +17% | +$417K | 0.6% | 48 |
|
|
2014
Q4 | $2.52M | Hold |
106,732
| – | – | 0.5% | 56 |
|
|
2014
Q3 | $2.37M | Buy |
106,732
+46,294
| +77% | +$1.03M | 0.46% | 64 |
|
|
2014
Q2 | $1.4M | Buy |
60,438
+41,231
| +215% | +$954K | 0.28% | 113 |
|
|
2014
Q1 | $462K | Buy |
+19,207
| New | +$462K | 0.11% | 203 |
|