Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-212
| Closed | -$5K | – | 930 |
|
|
2015
Q1 | $5K | Hold |
212
| – | – | ﹤0.01% | 804 |
|
|
2014
Q4 | $5K | Sell |
212
-100
| -32% | -$2.36K | ﹤0.01% | 747 |
|
|
2014
Q3 | $7K | Buy |
312
+100
| +47% | +$2.24K | ﹤0.01% | 743 |
|
|
2014
Q2 | $5K | Hold |
212
| – | – | ﹤0.01% | 761 |
|
|
2014
Q1 | $5K | Hold |
212
| – | – | ﹤0.01% | 734 |
|
|
2013
Q4 | $5K | Hold |
212
| – | – | ﹤0.01% | 669 |
|
|
2013
Q3 | $5K | Hold |
212
| – | – | ﹤0.01% | 700 |
|
|
2013
Q2 | $5K | Buy |
+212
| New | +$5K | ﹤0.01% | 689 |
|