EWM
EPG Wealth Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
8,676
-1,214
| -12% | -$74.2K | 0.16% | 139 |
|
|
2025
Q1 | $567K | Sell |
9,890
-3,345
| -25% | -$192K | 0.16% | 151 |
|
|
2024
Q4 | $791K | Sell |
13,235
-196
| -1% | -$11.7K | 0.21% | 125 |
|
|
2024
Q3 | $809K | Buy |
+13,431
| New | +$809K | 0.2% | 128 |
|
|
2024
Q2 | – | Sell |
-15,443
| Closed | -$886K | – | 127 |
|
|
2024
Q1 | $886K | Hold |
15,443
| – | – | 0.22% | 123 |
|
|
2023
Q4 | $811K | Buy |
15,443
+21
| +0.1% | +$1.1K | 0.21% | 124 |
|
|
2023
Q3 | $730K | Buy |
15,422
+191
| +1% | +$9.04K | 0.22% | 116 |
|
|
2023
Q2 | $757K | Buy |
15,231
+58
| +0.4% | +$2.88K | 0.22% | 109 |
|
|
2023
Q1 | $726K | Sell |
15,173
-206
| -1% | -$9.86K | 0.23% | 103 |
|
|
2022
Q4 | $716K | Sell |
15,379
-986
| -6% | -$45.9K | 0.27% | 84 |
|
|
2022
Q3 | $697K | Sell |
16,365
-1,145
| -7% | -$48.8K | 0.29% | 79 |
|
|
2022
Q2 | $774K | Sell |
17,510
-1,022
| -6% | -$45.2K | 0.33% | 71 |
|
|
2022
Q1 | $974K | Buy |
18,532
+882
| +5% | +$46.4K | 0.34% | 64 |
|
|
2021
Q4 | $981K | Buy |
17,650
+61
| +0.3% | +$3.39K | 0.35% | 67 |
|
|
2021
Q3 | $908K | Sell |
17,589
-537
| -3% | -$27.7K | 0.36% | 60 |
|
|
2021
Q2 | $940K | Buy |
18,126
+2,797
| +18% | +$145K | 0.4% | 56 |
|
|
2021
Q1 | $753K | Sell |
15,329
-411
| -3% | -$20.2K | 0.37% | 61 |
|
|
2020
Q4 | $708K | Sell |
15,740
-881
| -5% | -$39.6K | 0.43% | 53 |
|
|
2020
Q3 | $625K | Hold |
16,621
| – | – | 0.46% | 48 |
|
|
2020
Q2 | $584K | Sell |
16,621
-2,584
| -13% | -$90.8K | 0.41% | 58 |
|
|
2020
Q1 | $546K | Buy |
19,205
+529
| +3% | +$15K | 0.4% | 55 |
|
|
2019
Q4 | $731K | Buy |
+18,676
| New | +$731K | 0.54% | 41 |
|