Moors & Cabot’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,604
| Closed | -$208K | – | 842 |
|
|
2022
Q3 | $208K | Hold |
6,604
| – | – | 0.02% | 695 |
|
|
2022
Q2 | $245K | Buy |
6,604
+600
| +10% | +$22.3K | 0.02% | 627 |
|
|
2022
Q1 | $241K | Sell |
6,004
-601
| -9% | -$24.1K | 0.01% | 714 |
|
|
2021
Q4 | $308K | Sell |
6,605
-600
| -8% | -$28K | 0.02% | 618 |
|
|
2021
Q3 | $308K | Hold |
7,205
| – | – | 0.02% | 593 |
|
|
2021
Q2 | $270K | Buy |
7,205
+400
| +6% | +$15K | 0.02% | 605 |
|
|
2021
Q1 | $260K | Buy |
+6,805
| New | +$260K | 0.02% | 585 |
|
|
2020
Q3 | – | Sell |
-9,256
| Closed | -$213K | – | 679 |
|
|
2020
Q2 | $213K | Buy |
+9,256
| New | +$213K | 0.02% | 562 |
|