Geneos Wealth 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 | $5.84K | Sell |
165
-165
| -50% | -$5.84K | ﹤0.01% | 2527 |
|
|
2025
Q1 | $11.3K | Buy |
330
+165
| +100% | +$5.63K | ﹤0.01% | 2527 |
|
|
2024
Q4 | $5.89K | Hold |
165
| – | – | ﹤0.01% | 2274 |
|
|
2024
Q3 | $5.47K | Hold |
165
| – | – | ﹤0.01% | 2048 |
|
|
2024
Q2 | $4.62K | Hold |
165
| – | – | ﹤0.01% | 1738 |
|
|
2024
Q1 | $4.88K | Hold |
165
| – | – | ﹤0.01% | 1713 |
|
|
2023
Q4 | $4.96K | Hold |
165
| – | – | ﹤0.01% | 1727 |
|
|
2023
Q3 | $4.33K | Hold |
165
| – | – | ﹤0.01% | 1788 |
|
|
2023
Q2 | $4.43K | Hold |
165
| – | – | ﹤0.01% | 1768 |
|
|
2023
Q1 | $5.04K | Hold |
165
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q4 | $5.5K | Hold |
165
| – | – | ﹤0.01% | 1685 |
|
|
2022
Q3 | $5K | Sell |
165
-1,430
| -90% | -$43.3K | ﹤0.01% | 1675 |
|
|
2022
Q2 | $59K | Buy |
1,595
+300
| +23% | +$11.1K | ﹤0.01% | 1207 |
|
|
2022
Q1 | $52K | Buy |
1,295
+625
| +93% | +$25.1K | ﹤0.01% | 1367 |
|
|
2021
Q4 | $31K | Hold |
670
| – | – | ﹤0.01% | 1677 |
|
|
2021
Q3 | $29K | Sell |
670
-200
| -23% | -$8.66K | ﹤0.01% | 1734 |
|
|
2021
Q2 | $32K | Sell |
870
-1,200
| -58% | -$44.1K | ﹤0.01% | 1677 |
|
|
2021
Q1 | $80K | Buy |
2,070
+365
| +21% | +$14.1K | ﹤0.01% | 1394 |
|
|
2020
Q4 | $65K | Hold |
1,705
| – | – | ﹤0.01% | 1324 |
|
|
2020
Q3 | $34K | Hold |
1,705
| – | – | ﹤0.01% | 1407 |
|
|
2020
Q2 | $36K | Buy |
1,705
+200
| +13% | +$4.22K | ﹤0.01% | 1362 |
|
|
2020
Q1 | $28K | Buy |
1,505
+500
| +50% | +$9.3K | ﹤0.01% | 1369 |
|
|
2019
Q4 | $36K | Hold |
1,005
| – | – | ﹤0.01% | 1419 |
|
|
2019
Q3 | $32K | Buy |
1,005
+500
| +99% | +$15.9K | ﹤0.01% | 1387 |
|
|
2019
Q2 | $16K | Hold |
505
| – | – | ﹤0.01% | 1731 |
|
|
2019
Q1 | $16K | Hold |
505
| – | – | ﹤0.01% | 1660 |
|
|
2018
Q4 | $13K | Hold |
505
| – | – | ﹤0.01% | 1682 |
|
|
2018
Q3 | $18K | Hold |
505
| – | – | ﹤0.01% | 1614 |
|
|
2018
Q2 | $18K | Hold |
505
| – | – | ﹤0.01% | 1483 |
|
|
2018
Q1 | $19K | Hold |
505
| – | – | ﹤0.01% | 1405 |
|
|
2017
Q4 | $19K | Hold |
505
| – | – | ﹤0.01% | 1393 |
|
|
2017
Q3 | $18K | Hold |
505
| – | – | ﹤0.01% | 1352 |
|
|
2017
Q2 | $18K | Hold |
505
| – | – | ﹤0.01% | 1302 |
|
|
2017
Q1 | $17K | Hold |
505
| – | – | ﹤0.01% | 1291 |
|
|
2016
Q4 | $18K | Hold |
505
| – | – | ﹤0.01% | 1224 |
|
|
2016
Q3 | $14K | Sell |
505
-216
| -30% | -$5.99K | ﹤0.01% | 1249 |
|
|
2016
Q2 | $18K | Buy |
721
+3
| +0.4% | +$75 | ﹤0.01% | 1144 |
|
|
2016
Q1 | $18K | Buy |
+718
| New | +$18K | ﹤0.01% | 1121 |
|