ETIA
Epic Trust Investment Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,819
| Closed | -$334K | – | 115 |
|
|
2024
Q1 | $334K | Sell |
5,819
-4,478
| -43% | -$257K | 0.41% | 68 |
|
|
2023
Q4 | $542K | Sell |
10,297
-6,224
| -38% | -$328K | 0.73% | 35 |
|
|
2023
Q3 | $782K | Sell |
16,521
-387
| -2% | -$18.3K | 1.23% | 21 |
|
|
2023
Q2 | $840K | Sell |
16,908
-1,095
| -6% | -$54.4K | 1.19% | 21 |
|
|
2023
Q1 | $862K | Sell |
18,003
-663
| -4% | -$31.7K | 1.05% | 24 |
|
|
2022
Q4 | $869K | Sell |
18,666
-2,473
| -12% | -$115K | 1.31% | 21 |
|
|
2022
Q3 | $901K | Sell |
21,139
-3,637
| -15% | -$155K | 1.25% | 18 |
|
|
2022
Q2 | $1.1M | Buy |
+24,776
| New | +$1.1M | 2.07% | 12 |
|