HWMA
BTO

Heritage Wealth Management (Arizona)’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,500
Closed -$47K – 1082
2022
Q3 		$47K Hold
1,500
– – 0.02% 409
2022
Q2 		$55.7K Hold
1,500
– – 0.02% 402
2022
Q1 		$60K Buy
+1,500
New +$60K 0.02% 446