L.M. Kohn & Company’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 | $455K | Hold |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $334K | Buy |
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