IFP Advisors’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
Q1 | – | Sell |
-500
| Closed | -$17.8K | – | 4362 |
|
|
2024
Q4 | $17.8K | Hold |
500
| – | – | ﹤0.01% | 2301 |
|
|
2024
Q3 | $16.6K | Hold |
500
| – | – | ﹤0.01% | 2221 |
|
|
2024
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 2222 |
|
|
2024
Q1 | $14.8K | Hold |
500
| – | – | ﹤0.01% | 2104 |
|
|
2023
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 2028 |
|
|
2023
Q3 | $13.1K | Buy |
+500
| New | +$13.1K | ﹤0.01% | 2147 |
|
|
2017
Q4 | – | Sell |
-125
| Closed | -$5K | – | 3773 |
|
|
2017
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 3327 |
|
|
2017
Q2 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 3340 |
|
|
2016
Q1 | – | Sell |
-442
| Closed | -$12K | – | 2486 |
|
|
2015
Q4 | $12K | Buy |
+442
| New | +$12K | ﹤0.01% | 2451 |
|