Gilliland Jeter 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 | $1.31M | Buy |
36,882
+761
| +2% | +$27K | 0.43% | 53 |
|
|
2025
Q1 | $1.23M | Buy |
36,121
+1,845
| +5% | +$62.9K | 0.44% | 53 |
|
|
2024
Q4 | $1.22M | Sell |
34,276
-294
| -0.9% | -$10.5K | 0.41% | 52 |
|
|
2024
Q3 | $1.15M | Buy |
34,570
+2,407
| +7% | +$79.8K | 0.37% | 59 |
|
|
2024
Q2 | $901K | Sell |
32,163
-4,305
| -12% | -$121K | 0.3% | 70 |
|
|
2024
Q1 | $1.08M | Buy |
36,468
+151
| +0.4% | +$4.47K | 0.38% | 63 |
|
|
2023
Q4 | $1.09M | Buy |
+36,317
| New | +$1.09M | 0.45% | 61 |
|