Mendota Financial Group’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
Q1 | – | Sell |
-2,774
| Closed | -$99K | – | 143 |
|
|
2024
Q4 | $99K | Sell |
2,774
-1,052
| -27% | -$37.5K | 0.06% | 105 |
|
|
2024
Q3 | $127K | Sell |
3,826
-659
| -15% | -$21.9K | 0.06% | 103 |
|
|
2024
Q2 | $126K | Hold |
4,485
| – | – | 0.07% | 104 |
|
|
2024
Q1 | $133K | Hold |
4,485
| – | – | 0.08% | 100 |
|
|
2023
Q4 | $135K | Hold |
4,485
| – | – | 0.11% | 115 |
|
|
2023
Q3 | $118K | Hold |
4,485
| – | – | 0.12% | 85 |
|
|
2023
Q2 | $120K | Buy |
+4,485
| New | +$120K | 0.14% | 72 |
|