Envestnet Asset Management’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 | $203K | Buy |
+5,733
| New | +$203K | ﹤0.01% | 4227 |
|
|
2017
Q2 | – | Sell |
-2,495
| Closed | -$85K | – | 3052 |
|
|
2017
Q1 | $85K | Sell |
2,495
-871
| -26% | -$29.7K | ﹤0.01% | 2243 |
|
|
2016
Q4 | $122K | Buy |
3,366
+289
| +9% | +$10.5K | ﹤0.01% | 2093 |
|
|
2016
Q3 | $85K | Buy |
3,077
+452
| +17% | +$12.5K | ﹤0.01% | 2395 |
|
|
2016
Q2 | $67K | Buy |
2,625
+113
| +4% | +$2.88K | ﹤0.01% | 2602 |
|
|
2016
Q1 | $61K | Buy |
2,512
+159
| +7% | +$3.86K | ﹤0.01% | 2631 |
|
|
2015
Q4 | $66K | Buy |
2,353
+80
| +4% | +$2.24K | ﹤0.01% | 2547 |
|
|
2015
Q3 | $58K | Buy |
+2,273
| New | +$58K | ﹤0.01% | 2576 |
|