DFPG Investments’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
2023
Q4
Sell
-9,670
Closed -$256K 623
2023
Q3
$256K Sell
9,670
-4,125
-30% -$109K 0.02% 507
2023
Q2
$417K Sell
13,795
-4,150
-23% -$125K 0.04% 418
2023
Q1
$548K Sell
17,945
-2,700
-13% -$82.5K 0.06% 324
2022
Q4
$748K Buy
+20,645
New +$748K 0.12% 189