JP Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $436K | Sell |
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|
2020
Q4 | $409K | Sell |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $295K | Buy |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $463K | Sell |
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|
2019
Q3 | $586K | Sell |
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|
2019
Q2 | $593K | Buy |
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|
2019
Q1 | $583K | Buy |
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|
2018
Q4 | $482K | Buy |
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|
2018
Q3 | $633K | Buy |
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|
2018
Q2 | $515K | Buy |
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|
2018
Q1 | $528K | Buy |
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|
2017
Q4 | $540K | Sell |
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|
2017
Q3 | $544K | Sell |
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|
2017
Q2 | $570K | Buy |
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|
2017
Q1 | $535K | Buy |
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|
2016
Q4 | $568K | Buy |
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|
2016
Q3 | $289K | Buy |
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|
2016
Q2 | $264K | Sell |
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|
2016
Q1 | $315K | Buy |
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|
2015
Q4 | $309K | Buy |
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|
2015
Q3 | $263K | Buy |
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|
2015
Q2 | $263K | Buy |
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