Global Retirement Partners’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 | $6.06K | Buy |
+171
| New | +$6.06K | ﹤0.01% | 2819 |
|
2024
Q4 | $6.1K | Hold |
171
| – | – | ﹤0.01% | 2596 |
|
2024
Q3 | $5.67K | Hold |
171
| – | – | ﹤0.01% | 2510 |
|
2024
Q2 | $4.79K | Hold |
171
| – | – | ﹤0.01% | 2630 |
|
2024
Q1 | $5.06K | Hold |
171
| – | – | ﹤0.01% | 2393 |
|
2023
Q4 | $5.08K | Hold |
171
| – | – | ﹤0.01% | 2316 |
|
2023
Q3 | $4.34K | Hold |
171
| – | – | ﹤0.01% | 2242 |
|
2023
Q2 | $4.59K | Hold |
171
| – | – | ﹤0.01% | 2240 |
|
2023
Q1 | $4.46K | Hold |
171
| – | – | ﹤0.01% | 2195 |
|
2022
Q4 | $5.7K | Hold |
171
| – | – | ﹤0.01% | 1985 |
|
2022
Q3 | $6K | Buy |
171
+125
| +272% | +$4.39K | ﹤0.01% | 1845 |
|
2022
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 2160 |
|
2022
Q1 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 2141 |
|
2021
Q4 | – | Sell |
-46
| Closed | -$2K | – | 435 |
|
2021
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 1802 |
|
2021
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 1713 |
|
2021
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 1624 |
|
2020
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1660 |
|