Guggenheim Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,726
| Closed | -$243K | – | 2118 |
|
|
2021
Q3 | $243K | Buy |
5,726
+33
| +0.6% | +$1.4K | ﹤0.01% | 1995 |
|
|
2021
Q2 | $214K | Sell |
5,693
-332
| -6% | -$12.5K | ﹤0.01% | 2116 |
|
|
2021
Q1 | $232K | Buy |
+6,025
| New | +$232K | ﹤0.01% | 2035 |
|
|
2020
Q2 | – | Sell |
-14,139
| Closed | -$259K | – | 1882 |
|
|
2020
Q1 | $259K | Buy |
14,139
+3,259
| +30% | +$59.7K | ﹤0.01% | 1581 |
|
|
2019
Q4 | $395K | Buy |
10,880
+2,722
| +33% | +$98.8K | ﹤0.01% | 1688 |
|
|
2019
Q3 | $262K | Sell |
8,158
-544
| -6% | -$17.5K | ﹤0.01% | 1902 |
|
|
2019
Q2 | $280K | Sell |
8,702
-44
| -0.5% | -$1.42K | ﹤0.01% | 1892 |
|
|
2019
Q1 | $279K | Sell |
8,746
-251
| -3% | -$8.01K | ﹤0.01% | 1929 |
|
|
2018
Q4 | $251K | Buy |
8,997
+2,030
| +29% | +$56.6K | ﹤0.01% | 1973 |
|
|
2018
Q3 | $258K | Buy |
+6,967
| New | +$258K | ﹤0.01% | 2257 |
|