Northwestern Mutual Wealth Management’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 | $12.5K | Buy |
354
+148
| +72% | +$5.24K | ﹤0.01% | 2724 |
|
|
2025
Q1 | $7.03K | Buy |
206
+57
| +38% | +$1.94K | ﹤0.01% | 2858 |
|
|
2024
Q4 | $5.32K | Buy |
149
+3
| +2% | +$107 | ﹤0.01% | 2938 |
|
|
2024
Q3 | $4.84K | Buy |
146
+66
| +83% | +$2.19K | ﹤0.01% | 2914 |
|
|
2024
Q2 | $2.24K | Hold |
80
| – | – | ﹤0.01% | 3074 |
|
|
2024
Q1 | $2.37K | Hold |
80
| – | – | ﹤0.01% | 3015 |
|
|
2023
Q4 | $2.41K | Sell |
80
-961
| -92% | -$28.9K | ﹤0.01% | 3022 |
|
|
2023
Q3 | $27.3K | Buy |
1,041
+396
| +61% | +$10.4K | ﹤0.01% | 2204 |
|
|
2023
Q2 | $17.3K | Sell |
645
-1,140
| -64% | -$30.6K | ﹤0.01% | 2378 |
|
|
2023
Q1 | $54.5K | Buy |
1,785
+590
| +49% | +$18K | ﹤0.01% | 1907 |
|
|
2022
Q4 | $39.8K | Buy |
1,195
+550
| +85% | +$18.3K | ﹤0.01% | 1985 |
|
|
2022
Q3 | $21K | Hold |
645
| – | – | ﹤0.01% | 2196 |
|
|
2022
Q2 | $24K | Buy |
645
+565
| +706% | +$21K | ﹤0.01% | 2163 |
|
|
2022
Q1 | $3K | Sell |
80
-1
| -1% | -$38 | ﹤0.01% | 2841 |
|
|
2021
Q4 | $4K | Buy |
81
+1
| +1% | +$49 | ﹤0.01% | 2827 |
|
|
2021
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 2767 |
|
|
2021
Q2 | $3K | Sell |
80
-1,875
| -96% | -$70.3K | ﹤0.01% | 2734 |
|
|
2021
Q1 | $75K | Sell |
1,955
-1,281
| -40% | -$49.1K | ﹤0.01% | 1593 |
|
|
2020
Q4 | $98K | Sell |
3,236
-692
| -18% | -$21K | ﹤0.01% | 1414 |
|
|
2020
Q3 | $84K | Buy |
3,928
+3,848
| +4,810% | +$82.3K | ﹤0.01% | 1327 |
|
|
2020
Q2 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 2211 |
|
|
2020
Q1 | – | Sell |
-500
| Closed | -$18K | – | 2561 |
|
|
2019
Q4 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 1764 |
|
|
2018
Q4 | – | Sell |
-609
| Closed | -$23K | – | 2399 |
|
|
2018
Q3 | $23K | Hold |
609
| – | – | ﹤0.01% | 1596 |
|
|
2018
Q2 | $23K | Sell |
609
-200
| -25% | -$7.55K | ﹤0.01% | 1540 |
|
|
2018
Q1 | $31K | Sell |
809
-126
| -13% | -$4.83K | ﹤0.01% | 1379 |
|
|
2017
Q4 | $37K | Buy |
935
+609
| +187% | +$24.1K | ﹤0.01% | 1261 |
|
|
2017
Q3 | $12K | Hold |
326
| – | – | ﹤0.01% | 1601 |
|
|
2017
Q2 | $12K | Hold |
326
| – | – | ﹤0.01% | 1537 |
|
|
2017
Q1 | $11K | Buy |
326
+325
| +32,500% | +$11K | ﹤0.01% | 1506 |
|
|
2016
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2348 |
|
|
2016
Q3 | – | Sell |
-1
| Closed | – | – | 356 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2068 |
|
|
2016
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2129 |
|
|
2015
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1596 |
|
|
2015
Q3 | $0 | Sell |
1
-376
| -100% | – | ﹤0.01% | 1674 |
|
|
2015
Q2 | $10K | Hold |
377
| – | – | ﹤0.01% | 991 |
|
|
2015
Q1 | $9K | Hold |
377
| – | – | ﹤0.01% | 1055 |
|
|
2014
Q4 | $9K | Hold |
377
| – | – | ﹤0.01% | 1094 |
|
|
2014
Q3 | $8K | Sell |
377
-434
| -54% | -$9.21K | ﹤0.01% | 947 |
|
|
2014
Q2 | $19K | Buy |
+811
| New | +$19K | ﹤0.01% | 774 |
|
|
2013
Q3 | – | Sell |
-250
| Closed | -$5K | – | 1353 |
|
|
2013
Q2 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 947 |
|