Patten Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $353K | Sell |
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|
2021
Q2 | $324K | Buy |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $515K | Buy |
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|
2019
Q3 | $447K | Hold |
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|
2019
Q2 | $448K | Buy |
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|
2019
Q1 | $439K | Buy |
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|
2018
Q4 | $354K | Sell |
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|
2018
Q3 | $532K | Buy |
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|
2018
Q2 | $533K | Buy |
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|
2018
Q1 | $532K | Hold |
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|
2017
Q4 | $545K | Sell |
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|
2017
Q3 | $524K | Sell |
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|
2017
Q2 | $538K | Sell |
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|
2017
Q1 | $609K | Sell |
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|
2016
Q4 | $678K | Sell |
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|
2016
Q3 | $520K | Sell |
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|
2016
Q2 | $495K | Sell |
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|
2016
Q1 | $546K | Sell |
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|
2015
Q4 | $647K | Hold |
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|
2015
Q3 | $584K | Hold |
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|
2015
Q2 | $628K | Sell |
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|
2015
Q1 | $578K | Sell |
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|
2014
Q4 | $696K | Buy |
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