Samalin Investment Counsel’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 | $967K | Buy |
27,288
+1,035
| +4% | +$36.7K | 0.37% | 72 |
|
|
2025
Q1 | $895K | Buy |
26,253
+1,755
| +7% | +$59.9K | 0.36% | 81 |
|
|
2024
Q4 | $874K | Sell |
24,498
-364
| -1% | -$13K | 0.38% | 74 |
|
|
2024
Q3 | $824K | Sell |
24,862
-708
| -3% | -$23.5K | 0.36% | 80 |
|
|
2024
Q2 | $716K | Buy |
25,570
+1,991
| +8% | +$55.8K | 0.33% | 87 |
|
|
2024
Q1 | $697K | Buy |
23,579
+1,504
| +7% | +$44.5K | 0.33% | 90 |
|
|
2023
Q4 | $664K | Buy |
22,075
+6,115
| +38% | +$184K | 0.34% | 85 |
|
|
2023
Q3 | $419K | Buy |
15,960
+6,595
| +70% | +$173K | 0.24% | 127 |
|
|
2023
Q2 | $251K | Buy |
+9,365
| New | +$251K | 0.14% | 215 |
|