PPWM
Paragon Private Wealth Management’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 | $2.07M | Sell |
33,872
-2,689
| -7% | -$164K | 0.82% | 30 |
|
|
2025
Q1 | $2.09M | Sell |
36,561
-9,462
| -21% | -$542K | 0.97% | 22 |
|
|
2024
Q4 | $2.75M | Buy |
46,023
+3,155
| +7% | +$188K | 1.27% | 19 |
|
|
2024
Q3 | $2.58M | Buy |
42,868
+3,510
| +9% | +$211K | 1.28% | 18 |
|
|
2024
Q2 | $2.17M | Buy |
39,358
+4,103
| +12% | +$226K | 1.22% | 22 |
|
|
2024
Q1 | $2.02M | Buy |
35,255
+9,719
| +38% | +$558K | 1.2% | 23 |
|
|
2023
Q4 | $1.34M | Buy |
25,536
+3,931
| +18% | +$207K | 0.94% | 35 |
|
|
2023
Q3 | $1.02M | Buy |
21,605
+4,852
| +29% | +$230K | 0.84% | 42 |
|
|
2023
Q2 | $832K | Buy |
16,753
+4,300
| +35% | +$214K | 0.66% | 53 |
|
|
2023
Q1 | $596K | Buy |
+12,453
| New | +$596K | 0.5% | 64 |
|