LFA
BTO
Legacy Financial Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,298
| Closed | -$73K | – | 230 |
|
|
2019
Q1 | $73K | Sell |
2,298
-1
| -0% | -$32 | 0.02% | 212 |
|
|
2018
Q4 | $64K | Buy |
2,299
+1
| +0% | +$28 | 0.02% | 196 |
|
|
2018
Q3 | $85K | Hold |
2,298
| – | – | 0.03% | 190 |
|
|
2018
Q2 | $86K | Hold |
2,298
| – | – | 0.03% | 184 |
|
|
2018
Q1 | $88K | Hold |
2,298
| – | – | 0.04% | 180 |
|
|
2017
Q4 | $90K | Buy |
+2,298
| New | +$90K | 0.04% | 188 |
|