Private Trust Company’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.8K | Hold |
2,000
| – | – | 0.01% | 1082 |
|
|
2025
Q1 | $68.2K | Buy |
2,000
+500
| +33% | +$17.1K | 0.01% | 1067 |
|
|
2024
Q4 | $53.5K | Hold |
1,500
| – | – | 0.01% | 1139 |
|
|
2024
Q3 | $49.7K | Hold |
1,500
| – | – | 0.01% | 1138 |
|
|
2024
Q2 | $42K | Buy |
1,500
+1,000
| +200% | +$28K | ﹤0.01% | 1178 |
|
|
2024
Q1 | $14.8K | Hold |
500
| – | – | ﹤0.01% | 1532 |
|
|
2023
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 1511 |
|
|
2023
Q3 | $13.1K | Hold |
500
| – | – | ﹤0.01% | 1502 |
|
|
2023
Q2 | $13.4K | Hold |
500
| – | – | ﹤0.01% | 1512 |
|
|
2023
Q1 | $15.3K | Hold |
500
| – | – | ﹤0.01% | 1433 |
|
|
2022
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 1353 |
|
|
2022
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 1267 |
|
|
2022
Q2 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 1250 |
|