Geneos Wealth Management’s John Hancock Investors Trust JHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-850
| Closed | -$11K | – | 2310 |
|
2022
Q2 | $11K | Hold |
850
| – | – | ﹤0.01% | 1908 |
|
2022
Q1 | $14K | Hold |
850
| – | – | ﹤0.01% | 1943 |
|
2021
Q4 | $16K | Hold |
850
| – | – | ﹤0.01% | 1994 |
|
2021
Q3 | $15K | Hold |
850
| – | – | ﹤0.01% | 2062 |
|
2021
Q2 | $16K | Hold |
850
| – | – | ﹤0.01% | 2022 |
|
2021
Q1 | $15K | Hold |
850
| – | – | ﹤0.01% | 2206 |
|
2020
Q4 | $15K | Hold |
850
| – | – | ﹤0.01% | 2051 |
|
2020
Q3 | $13K | Sell |
850
-1,500
| -64% | -$22.9K | ﹤0.01% | 1857 |
|
2020
Q2 | $34K | Hold |
2,350
| – | – | ﹤0.01% | 1391 |
|
2020
Q1 | $28K | Sell |
2,350
-1,225
| -34% | -$14.6K | ﹤0.01% | 1373 |
|
2019
Q4 | $63K | Hold |
3,575
| – | – | ﹤0.01% | 1143 |
|
2019
Q3 | $60K | Hold |
3,575
| – | – | ﹤0.01% | 1095 |
|
2019
Q2 | $58K | Buy |
3,575
+1,500
| +72% | +$24.3K | ﹤0.01% | 1114 |
|
2019
Q1 | $32K | Buy |
2,075
+800
| +63% | +$12.3K | ﹤0.01% | 1357 |
|
2018
Q4 | $18K | Hold |
1,275
| – | – | ﹤0.01% | 1545 |
|
2018
Q3 | $20K | Hold |
1,275
| – | – | ﹤0.01% | 1567 |
|
2018
Q2 | $20K | Hold |
1,275
| – | – | ﹤0.01% | 1443 |
|
2018
Q1 | $21K | Buy |
1,275
+425
| +50% | +$7K | ﹤0.01% | 1374 |
|
2017
Q4 | $14K | Hold |
850
| – | – | ﹤0.01% | 1515 |
|
2017
Q3 | $15K | Hold |
850
| – | – | ﹤0.01% | 1432 |
|
2017
Q2 | $14K | Hold |
850
| – | – | ﹤0.01% | 1407 |
|
2017
Q1 | $14K | Hold |
850
| – | – | ﹤0.01% | 1370 |
|
2016
Q4 | $14K | Hold |
850
| – | – | ﹤0.01% | 1329 |
|
2016
Q3 | $14K | Hold |
850
| – | – | ﹤0.01% | 1256 |
|
2016
Q2 | $14K | Hold |
850
| – | – | ﹤0.01% | 1229 |
|
2016
Q1 | $13K | Buy |
+850
| New | +$13K | ﹤0.01% | 1222 |
|