Private Advisor Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Buy |
20,162
+641
| +3% | +$22.7K | ﹤0.01% | 1492 |
|
|
2025
Q1 | $666K | Buy |
19,521
+4,076
| +26% | +$139K | ﹤0.01% | 1466 |
|
|
2024
Q4 | $551K | Buy |
15,445
+1,467
| +10% | +$52.4K | ﹤0.01% | 1521 |
|
|
2024
Q3 | $464K | Buy |
13,978
+1,015
| +8% | +$33.7K | ﹤0.01% | 1659 |
|
|
2024
Q2 | $363K | Buy |
12,963
+2,316
| +22% | +$64.9K | ﹤0.01% | 1751 |
|
|
2024
Q1 | $315K | Buy |
10,647
+984
| +10% | +$29.1K | ﹤0.01% | 1799 |
|
|
2023
Q4 | $291K | Buy |
9,663
+1,876
| +24% | +$56.4K | ﹤0.01% | 1802 |
|
|
2023
Q3 | $204K | Buy |
7,787
+28
| +0.4% | +$735 | ﹤0.01% | 1852 |
|
|
2023
Q2 | $208K | Buy |
+7,759
| New | +$208K | ﹤0.01% | 1830 |
|
|
2023
Q1 | – | Sell |
-11,373
| Closed | -$379 | – | 1973 |
|
|
2022
Q4 | $379 | Buy |
11,373
+394
| +4% | +$13 | ﹤0.01% | 1424 |
|
|
2022
Q3 | $347K | Buy |
10,979
+1,500
| +16% | +$47.4K | ﹤0.01% | 1397 |
|
|
2022
Q2 | $352K | Buy |
9,479
+868
| +10% | +$32.2K | ﹤0.01% | 1567 |
|
|
2022
Q1 | $346K | Sell |
8,611
-647
| -7% | -$26K | ﹤0.01% | 1591 |
|
|
2021
Q4 | $431K | Sell |
9,258
-266
| -3% | -$12.4K | ﹤0.01% | 1520 |
|
|
2021
Q3 | $405K | Buy |
+9,524
| New | +$405K | ﹤0.01% | 1606 |
|
|
2020
Q3 | – | Sell |
-274
| Closed | -$6K | – | 1808 |
|
|
2020
Q2 | $6K | Buy |
+274
| New | +$6K | ﹤0.01% | 3141 |
|
|
2019
Q4 | – | Sell |
-13,678
| Closed | -$462K | – | 1636 |
|
|
2019
Q3 | $462K | Buy |
13,678
+2,078
| +18% | +$70.2K | 0.01% | 1089 |
|
|
2019
Q2 | $374K | Buy |
+11,600
| New | +$374K | 0.01% | 1177 |
|
|
2019
Q1 | – | Sell |
-9,679
| Closed | -$270K | – | 1552 |
|
|
2018
Q4 | $270K | Sell |
9,679
-6,830
| -41% | -$191K | 0.01% | 1058 |
|
|
2018
Q3 | $611K | Buy |
+16,509
| New | +$611K | 0.01% | 905 |
|
|
2018
Q2 | – | Sell |
-10,128
| Closed | -$388K | – | 1308 |
|
|
2018
Q1 | $388K | Buy |
+10,128
| New | +$388K | 0.02% | 774 |
|
|
2017
Q4 | – | Sell |
-6,117
| Closed | -$230K | – | 1202 |
|
|
2017
Q3 | $230K | Sell |
6,117
-646
| -10% | -$24.3K | 0.01% | 1279 |
|
|
2017
Q2 | $247K | Buy |
+6,763
| New | +$247K | 0.01% | 1165 |
|