PMFA
BTO

Plante Moran Financial Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Plante Moran Financial Advisors’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Hold
0
– – – 1009
2020
Q4 		– Hold
0
– – – 896
2017
Q3 		– Sell
-1,485
Closed -$54K – 809
2017
Q2 		$54K Hold
1,485
– – 0.03% 292
2017
Q1 		$50K Buy
1,485
+720
+94% +$24.2K 0.03% 315
2016
Q4 		$28K Buy
+765
New +$28K 0.02% 421