Institute for Wealth Management’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 | $382K | Hold |
10,784
| – | – | 0.04% | 373 |
|
|
2025
Q1 | $368K | Hold |
10,784
| – | – | 0.05% | 362 |
|
|
2024
Q4 | $385K | Hold |
10,784
| – | – | 0.05% | 345 |
|
|
2024
Q3 | $358K | Sell |
10,784
-20
| -0.2% | -$663 | 0.05% | 370 |
|
|
2024
Q2 | $303K | Hold |
10,804
| – | – | 0.04% | 383 |
|
|
2024
Q1 | $320K | Sell |
10,804
-64
| -0.6% | -$1.89K | 0.04% | 375 |
|
|
2023
Q4 | $327K | Hold |
10,868
| – | – | 0.05% | 349 |
|
|
2023
Q3 | $285K | Hold |
10,868
| – | – | 0.05% | 354 |
|
|
2023
Q2 | $291K | Hold |
10,868
| – | – | 0.05% | 360 |
|
|
2023
Q1 | $332K | Hold |
10,868
| – | – | 0.06% | 321 |
|
|
2022
Q4 | $362K | Hold |
10,868
| – | – | 0.08% | 314 |
|
|
2022
Q3 | $343K | Hold |
10,868
| – | – | 0.08% | 312 |
|
|
2022
Q2 | $404K | Hold |
10,868
| – | – | 0.08% | 321 |
|
|
2022
Q1 | $437K | Hold |
10,868
| – | – | 0.07% | 318 |
|
|
2021
Q4 | $506K | Sell |
10,868
-75
| -0.7% | -$3.49K | 0.08% | 278 |
|
|
2021
Q3 | $465K | Hold |
10,943
| – | – | 0.08% | 288 |
|
|
2021
Q2 | $411K | Hold |
10,943
| – | – | 0.07% | 308 |
|
|
2021
Q1 | $421K | Hold |
10,943
| – | – | 0.08% | 292 |
|
|
2020
Q4 | $332K | Hold |
10,943
| – | – | 0.07% | 325 |
|
|
2020
Q3 | $235K | Hold |
10,943
| – | – | 0.05% | 368 |
|
|
2020
Q2 | $251K | Hold |
10,943
| – | – | 0.06% | 354 |
|
|
2020
Q1 | $201K | Sell |
10,943
-200
| -2% | -$3.67K | 0.06% | 364 |
|
|
2019
Q4 | $404K | Hold |
11,143
| – | – | 0.09% | 291 |
|
|
2019
Q3 | $358K | Hold |
11,143
| – | – | 0.09% | 290 |
|
|
2019
Q2 | $359K | Hold |
11,143
| – | – | 0.08% | 316 |
|
|
2019
Q1 | $355K | Buy |
+11,143
| New | +$355K | 0.08% | 300 |
|
|
2018
Q4 | – | Sell |
-11,143
| Closed | -$413K | – | 271 |
|
|
2018
Q3 | $413K | Hold |
11,143
| – | – | 0.14% | 176 |
|
|
2018
Q2 | $417K | Hold |
11,143
| – | – | 0.13% | 179 |
|
|
2018
Q1 | $432K | Hold |
11,143
| – | – | 0.13% | 210 |
|
|
2017
Q4 | $438K | Hold |
11,143
| – | – | 0.1% | 247 |
|
|
2017
Q3 | $417K | Hold |
11,143
| – | – | 0.14% | 197 |
|
|
2017
Q2 | $403K | Buy |
+11,143
| New | +$403K | 0.11% | 258 |
|