EPG Wealth Management’s John Hancock Multifactor Industrials ETF JHMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-696
| Closed | -$30K | – | 399 |
|
|
2022
Q3 | $30K | Buy |
+696
| New | +$32.6K | 0.01% | 290 |
|
|
2022
Q2 | – | Sell |
-1,397
| Closed | -$72K | – | 407 |
|
|
2022
Q1 | $72K | Buy |
1,397
+605
| +76% | +$31.2K | 0.02% | 273 |
|
|
2021
Q4 | $44K | Hold |
792
| – | – | 0.02% | 299 |
|
|
2021
Q3 | $40K | Buy |
+792
| New | +$41.5K | 0.02% | 287 |
|
|
2020
Q2 | – | Sell |
-307
| Closed | -$9K | – | 832 |
|
|
2020
Q1 | $9K | Sell |
307
-159
| -34% | -$5.81K | 0.01% | 507 |
|
|
2019
Q4 | $18K | Buy |
+466
| New | +$18.1K | 0.01% | 369 |
|