Point View Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$715K	Sell	23,559 -585	-2%	-$17.8K	0.29%	112
2020 Q3	$517K	Sell	24,144 -947	-4%	-$20.3K	0.24%	132
2020 Q2	$576K	Sell	25,091 -238	-0.9%	-$5.46K	0.28%	116
2020 Q1	$465K	Sell	25,329 -869	-3%	-$16K	0.25%	126
2019 Q4	$951K	Sell	26,198 -243	-0.9%	-$8.82K	0.39%	88
2019 Q3	$851K	Sell	26,441 -2,096	-7%	-$67.5K	0.39%	88
2019 Q2	$919K	Hold	28,537	–	–	0.39%	84
2019 Q1	$910K	Hold	28,537	–	–	0.4%	83
2018 Q4	$797K	Sell	28,537 -94	-0.3%	-$2.63K	0.4%	87
2018 Q3	$1.06M	Sell	28,631 -643	-2%	-$23.8K	0.47%	66
2018 Q2	$1.09M	Sell	29,274 -516	-2%	-$19.2K	0.51%	63
2018 Q1	$1.14M	Sell	29,790 -3,390	-10%	-$130K	0.55%	54
2017 Q4	$1.31M	Hold	33,180	–	–	0.62%	46
2017 Q3	$1.24M	Sell	33,180 -767	-2%	-$28.6K	0.59%	51
2017 Q2	$1.22M	Sell	33,947 -378	-1%	-$13.6K	0.6%	53
2017 Q1	$1.17M	Buy	34,325 +750	+2%	+$25.5K	0.6%	54
2016 Q4	$1.22M	Sell	33,575 -851	-2%	-$30.9K	0.7%	42
2016 Q3	$956K	Sell	34,426 -229	-0.7%	-$6.36K	0.57%	56
2016 Q2	$889K	Hold	34,655	–	–	0.54%	60
2016 Q1	$842K	Hold	34,655	–	–	0.54%	63
2015 Q4	$971K	Sell	34,655 -70	-0.2%	-$1.96K	0.7%	41
2015 Q3	$879K	Sell	34,725 -3,995	-10%	-$101K	0.7%	44
2015 Q2	$1.05M	Sell	38,720 -353	-0.9%	-$9.6K	0.82%	37
2015 Q1	$914K	Hold	39,073	–	–	0.71%	46
2014 Q4	$921K	Sell	39,073 -648	-2%	-$15.3K	0.69%	43
2014 Q3	$883K	Sell	39,721 -105	-0.3%	-$2.33K	0.75%	40
2014 Q2	$922K	Hold	39,826	–	–	0.8%	38
2014 Q1	$959K	Sell	39,826 -1,956	-5%	-$47.1K	0.87%	36
2013 Q4	$984K	Buy	+41,782	New	+$984K	0.93%	29