Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $261K | Buy |
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|
2024
Q2 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $233K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $446K | Buy |
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|
2018
Q2 | $414K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $114K | Buy |
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|
2017
Q1 | $106K | Buy |
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|
2016
Q4 | $107K | Buy |
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|
2016
Q3 | $76K | Hold |
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|
2016
Q2 | $70K | Buy |
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|
2016
Q1 | $61K | Sell |
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|
2015
Q4 | $98K | Buy |
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|
2015
Q3 | $63K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $47K | Hold |
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|
2014
Q4 | $47K | Buy |
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|
2014
Q3 | $40K | Sell |
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|
2014
Q2 | $53K | Sell |
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|
2014
Q1 | $67K | Hold |
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|
2013
Q4 | $66K | Hold |
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|
2013
Q3 | $60K | Buy |
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|
2013
Q2 | $42K | Buy |
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