J.W. Cole Advisors’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
Q2 | $378K | Buy |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $323K | Buy |
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|
2024
Q3 | $296K | Buy |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | $223K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q3 | $372K | Buy |
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