Palo Alto Wealth Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.36M | Sell |
120,372
-55,133
| -31% | -$3.37M | 2.78% | 10 |
|
|
2025
Q1 | $10.5M | Sell |
175,505
-10,536
| -6% | -$631K | 4.1% | 6 |
|
|
2024
Q4 | $11.1M | Buy |
186,041
+8,881
| +5% | +$530K | 3.9% | 6 |
|
|
2024
Q3 | $10.8M | Buy |
177,160
+14,923
| +9% | +$908K | 4.46% | 6 |
|
|
2024
Q2 | $8.93M | Buy |
162,237
+8,840
| +6% | +$487K | 6.17% | 6 |
|
|
2024
Q1 | $8.8M | Buy |
153,397
+17,354
| +13% | +$996K | 6.21% | 7 |
|
|
2023
Q4 | $7.16M | Sell |
136,043
-9,781
| -7% | -$515K | 5.42% | 7 |
|
|
2023
Q3 | $6.9M | Sell |
145,824
-1,450
| -1% | -$68.6K | 5.76% | 8 |
|
|
2023
Q2 | $7.32M | Buy |
147,274
+11,564
| +9% | +$575K | 5.84% | 7 |
|
|
2023
Q1 | $6.5M | Buy |
135,710
+16,098
| +13% | +$771K | 5.21% | 8 |
|
|
2022
Q4 | $5.57M | Buy |
+119,612
| New | +$5.57M | 4.74% | 10 |
|