Formidable Asset Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $199K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.46M | Buy |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.32M | Buy |
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|
2020
Q1 | $191K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $611K | Buy |
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|
2018
Q2 | $607K | Buy |
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|
2018
Q1 | $458K | Buy |
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