OBWG
Onyx Bridge Wealth Group’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
38,533
-8,695
| -18% | -$532K | 0.31% | 64 |
|
|
2025
Q1 | $2.71M | Sell |
47,228
-10,675
| -18% | -$612K | 0.39% | 55 |
|
|
2024
Q4 | $3.46M | Buy |
57,903
+1,983
| +4% | +$118K | 0.5% | 43 |
|
|
2024
Q3 | $3.37M | Sell |
55,920
-20,881
| -27% | -$1.26M | 0.51% | 43 |
|
|
2024
Q2 | $4.23M | Sell |
76,801
-38,247
| -33% | -$2.11M | 0.69% | 37 |
|
|
2024
Q1 | $6.29M | Sell |
115,048
-71,470
| -38% | -$3.91M | 1.12% | 20 |
|
|
2023
Q4 | $9.82M | Sell |
186,518
-188,953
| -50% | -$9.95M | 1.98% | 14 |
|
|
2023
Q3 | $17.8M | Buy |
375,471
+265,842
| +242% | +$12.6M | 4.15% | 3 |
|
|
2023
Q2 | $5.45M | Sell |
109,629
-61,580
| -36% | -$3.06M | 1.3% | 21 |
|
|
2023
Q1 | $8.2M | Sell |
171,209
-97,510
| -36% | -$4.67M | 3.27% | 9 |
|
|
2022
Q4 | $12.8M | Buy |
268,719
+19,439
| +8% | +$927K | 5.21% | 6 |
|
|
2022
Q3 | $10.7M | Sell |
249,280
-3,649
| -1% | -$157K | 4.9% | 6 |
|
|
2022
Q2 | $11.7M | Buy |
252,929
+40,199
| +19% | +$1.87M | 5.23% | 6 |
|
|
2022
Q1 | $10.5M | Sell |
212,730
-197,912
| -48% | -$9.78M | 3.99% | 6 |
|
|
2021
Q4 | $22.9M | Sell |
410,642
-28,352
| -6% | -$1.58M | 7.71% | 4 |
|
|
2021
Q3 | $23.7M | Sell |
438,994
-28,715
| -6% | -$1.55M | 8.89% | 3 |
|
|
2021
Q2 | $23.8M | Buy |
467,709
+59,508
| +15% | +$3.03M | 10.28% | 3 |
|
|
2021
Q1 | $20.1M | Buy |
408,201
+48,428
| +13% | +$2.38M | 10.04% | 2 |
|
|
2020
Q4 | $16.2M | Buy |
+359,773
| New | +$16.2M | 10.6% | 1 |
|