LW
Linscomb Wealth’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Buy |
70,001
+2,907
| +4% | +$178K | 0.2% | 102 |
|
|
2025
Q1 | $3.84M | Buy |
67,094
+5,583
| +9% | +$320K | 0.19% | 107 |
|
|
2024
Q4 | $3.67M | Buy |
61,511
+7,441
| +14% | +$444K | 0.18% | 108 |
|
|
2024
Q3 | $3.26M | Buy |
54,070
+3,369
| +7% | +$203K | 0.16% | 113 |
|
|
2024
Q2 | $2.79M | Buy |
50,701
+3,936
| +8% | +$217K | 0.14% | 116 |
|
|
2024
Q1 | $2.68M | Buy |
46,765
+461
| +1% | +$26.5K | 0.14% | 117 |
|
|
2023
Q4 | $2.44M | Sell |
46,304
-4,851
| -9% | -$255K | 0.13% | 120 |
|
|
2023
Q3 | $2.42M | Buy |
51,155
+354
| +0.7% | +$16.8K | 0.14% | 118 |
|
|
2023
Q2 | $2.52M | Sell |
50,801
-10,949
| -18% | -$544K | 0.14% | 117 |
|
|
2023
Q1 | $2.96M | Sell |
61,750
-594
| -1% | -$28.4K | 0.16% | 112 |
|
|
2022
Q4 | $2.9M | Buy |
62,344
+3,807
| +7% | +$177K | 0.15% | 116 |
|
|
2022
Q3 | $2.49M | Buy |
58,537
+8,027
| +16% | +$342K | 0.15% | 113 |
|
|
2022
Q2 | $2.23M | Buy |
50,510
+10,852
| +27% | +$480K | 0.13% | 118 |
|
|
2022
Q1 | $2.08M | Buy |
39,658
+24,124
| +155% | +$1.27M | 0.1% | 131 |
|
|
2021
Q4 | $864K | Buy |
15,534
+8,315
| +115% | +$462K | 0.04% | 183 |
|
|
2021
Q3 | $373K | Buy |
+7,219
| New | +$373K | 0.02% | 243 |
|