Redwood Wealth Management Group’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 | $313K | Hold |
8,829
| – | – | 0.14% | 129 |
|
|
2025
Q1 | $301K | Hold |
8,829
| – | – | 0.15% | 124 |
|
|
2024
Q4 | $315K | Hold |
8,829
| – | – | 0.15% | 125 |
|
|
2024
Q3 | $293K | Hold |
8,829
| – | – | 0.15% | 132 |
|
|
2024
Q2 | $247K | Buy |
8,829
+1,500
| +20% | +$42K | 0.19% | 103 |
|
|
2024
Q1 | $217K | Hold |
7,329
| – | – | 0.23% | 110 |
|
|
2023
Q4 | $220K | Buy |
+7,329
| New | +$220K | 0.24% | 109 |
|
|
2023
Q2 | – | Sell |
-7,329
| Closed | -$224K | – | 152 |
|
|
2023
Q1 | $224K | Hold |
7,329
| – | – | 0.25% | 116 |
|
|
2022
Q4 | $244K | Buy |
+7,329
| New | +$244K | 0.3% | 95 |
|