NewEdge Advisors’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 | $38.1K | Hold |
1,076
| – | – | ﹤0.01% | 2743 |
|
2025
Q1 | $36.7K | Hold |
1,076
| – | – | ﹤0.01% | 2658 |
|
2024
Q4 | $38.4K | Hold |
1,076
| – | – | ﹤0.01% | 2608 |
|
2024
Q3 | $35.7K | Hold |
1,076
| – | – | ﹤0.01% | 2539 |
|
2024
Q2 | $30.1K | Hold |
1,076
| – | – | ﹤0.01% | 2502 |
|
2024
Q1 | $31.8K | Buy |
1,076
+500
| +87% | +$14.8K | ﹤0.01% | 2458 |
|
2023
Q4 | $17.3K | Hold |
576
| – | – | ﹤0.01% | 2628 |
|
2023
Q3 | $15.1K | Hold |
576
| – | – | ﹤0.01% | 2452 |
|
2023
Q2 | $15.4K | Hold |
576
| – | – | ﹤0.01% | 2463 |
|
2023
Q1 | $17.6K | Buy |
576
+2
| +0.3% | +$61 | ﹤0.01% | 2382 |
|
2022
Q4 | $19 | Buy |
+574
| New | +$19 | ﹤0.01% | 3604 |
|