JPMorgan Chase & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,785
| Closed | -$354K | – | 6395 |
|
|
2023
Q4 | $354K | Sell |
11,785
-4,410
| -27% | -$133K | ﹤0.01% | 4097 |
|
|
2023
Q3 | $425K | Buy |
+16,195
| New | +$425K | ﹤0.01% | 3808 |
|
|
2023
Q2 | – | Sell |
-24,025
| Closed | -$734K | – | 6000 |
|
|
2023
Q1 | $734K | Buy |
+24,025
| New | +$734K | ﹤0.01% | 3621 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$2K | – | 4769 |
|
|
2019
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 4755 |
|
|
2015
Q3 | – | Sell |
-18,031
| Closed | -$490K | – | 3311 |
|
|
2015
Q2 | $490K | Sell |
18,031
-6,200
| -26% | -$168K | ﹤0.01% | 3075 |
|
|
2015
Q1 | $567K | Sell |
24,231
-16,969
| -41% | -$397K | ﹤0.01% | 3045 |
|
|
2014
Q4 | $971K | Buy |
41,200
+5,800
| +16% | +$137K | ﹤0.01% | 2793 |
|
|
2014
Q3 | $787K | Buy |
+35,400
| New | +$787K | ﹤0.01% | 2848 |
|