J.W. Cole 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
Q2 | $378K | Buy |
10,674
+491
| +5% | +$17.4K | 0.01% | 1033 |
|
|
2025
Q1 | $347K | Buy |
10,183
+1,139
| +13% | +$38.9K | 0.01% | 890 |
|
|
2024
Q4 | $323K | Buy |
9,044
+107
| +1% | +$3.82K | 0.01% | 756 |
|
|
2024
Q3 | $296K | Buy |
8,937
+120
| +1% | +$3.98K | 0.01% | 776 |
|
|
2024
Q2 | $247K | Buy |
8,817
+114
| +1% | +$3.19K | 0.01% | 774 |
|
|
2024
Q1 | $257K | Buy |
8,703
+1,295
| +17% | +$38.3K | 0.01% | 751 |
|
|
2023
Q4 | $223K | Buy |
+7,408
| New | +$223K | 0.01% | 726 |
|
|
2023
Q2 | – | Sell |
-7,964
| Closed | -$243K | – | 766 |
|
|
2023
Q1 | $243K | Sell |
7,964
-989
| -11% | -$30.2K | 0.02% | 671 |
|
|
2022
Q4 | $298K | Buy |
8,953
+88
| +1% | +$2.93K | 0.02% | 563 |
|
|
2022
Q3 | $280K | Sell |
8,865
-437
| -5% | -$13.8K | 0.02% | 565 |
|
|
2022
Q2 | $345K | Sell |
9,302
-434
| -4% | -$16.1K | 0.03% | 506 |
|
|
2022
Q1 | $391K | Buy |
9,736
+57
| +0.6% | +$2.29K | 0.03% | 533 |
|
|
2021
Q4 | $451K | Buy |
9,679
+926
| +11% | +$43.1K | 0.03% | 509 |
|
|
2021
Q3 | $372K | Buy |
+8,753
| New | +$372K | 0.03% | 306 |
|