Mariner’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
18,984
+503
| +3% | +$17.8K | ﹤0.01% | 2095 |
|
|
2025
Q1 | $630K | Sell |
18,481
-1,348
| -7% | -$46K | ﹤0.01% | 2013 |
|
|
2024
Q4 | $708K | Buy |
19,829
+1,614
| +9% | +$57.6K | ﹤0.01% | 1897 |
|
|
2024
Q3 | $604K | Buy |
18,215
+639
| +4% | +$21.2K | ﹤0.01% | 1987 |
|
|
2024
Q2 | $492K | Buy |
17,576
+3,216
| +22% | +$90.1K | ﹤0.01% | 2062 |
|
|
2024
Q1 | $425K | Buy |
14,360
+309
| +2% | +$9.14K | ﹤0.01% | 2160 |
|
|
2023
Q4 | $423K | Buy |
14,051
+5,341
| +61% | +$161K | ﹤0.01% | 2059 |
|
|
2023
Q3 | $229K | Buy |
8,710
+135
| +2% | +$3.55K | ﹤0.01% | 2397 |
|
|
2023
Q2 | $230K | Sell |
8,575
-1,169
| -12% | -$31.4K | ﹤0.01% | 2348 |
|
|
2023
Q1 | $298K | Buy |
9,744
+920
| +10% | +$28.1K | ﹤0.01% | 2074 |
|
|
2022
Q4 | $294K | Hold |
8,824
| – | – | ﹤0.01% | 2047 |
|
|
2022
Q3 | $278K | Sell |
8,824
-5,396
| -38% | -$170K | ﹤0.01% | 1826 |
|
|
2022
Q2 | $528K | Buy |
14,220
+3,779
| +36% | +$140K | ﹤0.01% | 1103 |
|
|
2022
Q1 | $420K | Buy |
+10,441
| New | +$420K | ﹤0.01% | 1194 |
|