J.P. Morgan Private Wealth Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $209K | Sell |
7,942
-431
| -5% | -$11.3K | ﹤0.01% | 1618 |
|
|
2023
Q2 | $225K | Sell |
8,373
-212
| -2% | -$5.69K | ﹤0.01% | 1350 |
|
|
2023
Q1 | $262K | Buy |
8,585
+932
| +12% | +$28.5K | ﹤0.01% | 1732 |
|
|
2022
Q4 | $255K | Buy |
7,653
+49
| +0.6% | +$1.63K | ﹤0.01% | 1720 |
|
|
2022
Q3 | $240K | Buy |
7,604
+92
| +1% | +$2.9K | ﹤0.01% | 1741 |
|
|
2022
Q2 | $279K | Sell |
7,512
-2,800
| -27% | -$104K | ﹤0.01% | 1688 |
|
|
2022
Q1 | $415K | Buy |
10,312
+51
| +0.5% | +$2.05K | ﹤0.01% | 1614 |
|
|
2021
Q4 | $478K | Buy |
10,261
+555
| +6% | +$25.9K | ﹤0.01% | 1575 |
|
|
2021
Q3 | $413K | Buy |
9,706
+81
| +0.8% | +$3.45K | ﹤0.01% | 1576 |
|
|
2021
Q2 | $361K | Sell |
9,625
-1,723
| -15% | -$64.6K | ﹤0.01% | 1616 |
|
|
2021
Q1 | $436K | Sell |
11,348
-2,120
| -16% | -$81.5K | ﹤0.01% | 1372 |
|
|
2020
Q4 | $409K | Sell |
13,468
-1,136
| -8% | -$34.5K | ﹤0.01% | 1370 |
|
|
2020
Q3 | $313K | Buy |
14,604
+1,734
| +13% | +$37.2K | ﹤0.01% | 1345 |
|
|
2020
Q2 | $295K | Buy |
12,870
+191
| +2% | +$4.38K | ﹤0.01% | 1309 |
|
|
2020
Q1 | $233K | Sell |
12,679
-79
| -0.6% | -$1.45K | ﹤0.01% | 1233 |
|
|
2019
Q4 | $463K | Sell |
12,758
-5,462
| -30% | -$198K | ﹤0.01% | 1076 |
|
|
2019
Q3 | $586K | Sell |
18,220
-196
| -1% | -$6.3K | ﹤0.01% | 944 |
|
|
2019
Q2 | $593K | Buy |
18,416
+155
| +0.8% | +$4.99K | ﹤0.01% | 922 |
|
|
2019
Q1 | $583K | Buy |
18,261
+1,011
| +6% | +$32.3K | ﹤0.01% | 971 |
|
|
2018
Q4 | $482K | Buy |
17,250
+152
| +0.9% | +$4.25K | ﹤0.01% | 987 |
|
|
2018
Q3 | $633K | Buy |
17,098
+3,270
| +24% | +$121K | ﹤0.01% | 991 |
|
|
2018
Q2 | $515K | Buy |
13,828
+54
| +0.4% | +$2.01K | ﹤0.01% | 1000 |
|
|
2018
Q1 | $528K | Buy |
13,774
+53
| +0.4% | +$2.03K | ﹤0.01% | 847 |
|
|
2017
Q4 | $540K | Sell |
13,721
-883
| -6% | -$34.8K | ﹤0.01% | 842 |
|
|
2017
Q3 | $544K | Sell |
14,604
-1,204
| -8% | -$44.8K | ﹤0.01% | 814 |
|
|
2017
Q2 | $570K | Buy |
15,808
+78
| +0.5% | +$2.81K | ﹤0.01% | 798 |
|
|
2017
Q1 | $535K | Buy |
15,730
+83
| +0.5% | +$2.82K | ﹤0.01% | 822 |
|
|
2016
Q4 | $568K | Buy |
15,647
+5,247
| +50% | +$190K | ﹤0.01% | 757 |
|
|
2016
Q3 | $289K | Buy |
10,400
+98
| +1% | +$2.72K | ﹤0.01% | 1000 |
|
|
2016
Q2 | $264K | Sell |
10,302
-2,650
| -20% | -$67.9K | ﹤0.01% | 1034 |
|
|
2016
Q1 | $315K | Buy |
12,952
+1,936
| +18% | +$47.1K | ﹤0.01% | 930 |
|
|
2015
Q4 | $309K | Buy |
11,016
+613
| +6% | +$17.2K | ﹤0.01% | 850 |
|
|
2015
Q3 | $263K | Buy |
10,403
+720
| +7% | +$18.2K | ﹤0.01% | 836 |
|
|
2015
Q2 | $263K | Buy |
+9,683
| New | +$263K | ﹤0.01% | 889 |
|