Institute for Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $388K | Hold |
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|
2025
Q2 | $382K | Hold |
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|
2025
Q1 | $368K | Hold |
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|
2024
Q4 | $385K | Hold |
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|
2024
Q3 | $358K | Sell |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $362K | Hold |
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|
2022
Q3 | $343K | Hold |
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|
2022
Q2 | $404K | Hold |
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|
2022
Q1 | $437K | Hold |
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|
2021
Q4 | $506K | Sell |
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|
2021
Q3 | $465K | Hold |
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|
2021
Q2 | $411K | Hold |
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|
2021
Q1 | $421K | Hold |
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|
2020
Q4 | $332K | Hold |
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|
2020
Q3 | $235K | Hold |
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|
2020
Q2 | $251K | Hold |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $404K | Hold |
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|
2019
Q3 | $358K | Hold |
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|
2019
Q2 | $359K | Hold |
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|
2019
Q1 | $355K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $413K | Hold |
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|
2018
Q2 | $417K | Hold |
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|
2018
Q1 | $432K | Hold |
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|
2017
Q4 | $438K | Hold |
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|
2017
Q3 | $417K | Hold |
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|
2017
Q2 | $403K | Buy |
|