LWM
JHMU
Laidlaw Wealth Management’s John Hancock Multifactor Utilities ETF JHMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,772
| Closed | -$310K | – | 388 |
|
|
2022
Q2 | $310K | Sell |
8,772
-94
| -1% | -$3.32K | 0.06% | 260 |
|
|
2022
Q1 | $333K | Hold |
8,866
| – | – | 0.06% | 282 |
|
|
2021
Q4 | $313K | Hold |
8,866
| – | – | 0.05% | 301 |
|
|
2021
Q3 | $284K | Sell |
8,866
-102
| -1% | -$3.27K | 0.07% | 194 |
|
|
2021
Q2 | $285K | Hold |
8,968
| – | – | 0.07% | 199 |
|
|
2021
Q1 | $287K | Buy |
8,968
+150
| +2% | +$4.8K | 0.1% | 171 |
|
|
2020
Q4 | $272K | Hold |
8,818
| – | – | 0.06% | 279 |
|
|
2020
Q3 | $261K | Sell |
8,818
-18
| -0.2% | -$533 | 0.12% | 169 |
|
|
2020
Q2 | $251K | Sell |
8,836
-281
| -3% | -$7.98K | 0.13% | 148 |
|
|
2020
Q1 | $257K | Buy |
+9,117
| New | +$257K | 0.17% | 123 |
|