Point View Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $715K | Sell |
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|
2020
Q3 | $517K | Sell |
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|
2020
Q2 | $576K | Sell |
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|
2020
Q1 | $465K | Sell |
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|
2019
Q4 | $951K | Sell |
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|
2019
Q3 | $851K | Sell |
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|
2019
Q2 | $919K | Hold |
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|
2019
Q1 | $910K | Hold |
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|
2018
Q4 | $797K | Sell |
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|
2018
Q3 | $1.06M | Sell |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.3M | Hold |
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|
2017
Q3 | $1.24M | Sell |
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|
2017
Q2 | $1.22M | Sell |
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|
2017
Q1 | $1.17M | Buy |
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|
2016
Q4 | $1.22M | Sell |
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|
2016
Q3 | $956K | Sell |
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|
2016
Q2 | $889K | Hold |
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|
2016
Q1 | $842K | Hold |
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|
2015
Q4 | $971K | Sell |
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|
2015
Q3 | $879K | Sell |
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|
2015
Q2 | $1.05M | Sell |
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|
2015
Q1 | $914K | Hold |
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|
2014
Q4 | $921K | Sell |
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|
2014
Q3 | $883K | Sell |
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|
2014
Q2 | $922K | Hold |
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|
2014
Q1 | $959K | Sell |
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|
2013
Q4 | $984K | Buy |
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