SWMG
Sanchez Wealth Management Group’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
229,543
+2,150
| +0.9% | +$131K | 3.38% | 13 |
|
|
2025
Q1 | $13M | Buy |
227,393
+4,672
| +2% | +$268K | 3.54% | 12 |
|
|
2024
Q4 | $13.3M | Buy |
222,721
+37,290
| +20% | +$2.23M | 3.63% | 11 |
|
|
2024
Q3 | $11.2M | Buy |
185,431
+2,522
| +1% | +$152K | 3.4% | 13 |
|
|
2024
Q2 | $10.1M | Buy |
182,909
+6,360
| +4% | +$350K | 3.26% | 14 |
|
|
2024
Q1 | $10.1M | Buy |
176,549
+5,855
| +3% | +$336K | 3.43% | 13 |
|
|
2023
Q4 | $8.99M | Buy |
170,694
+18,356
| +12% | +$967K | 3.28% | 15 |
|
|
2023
Q3 | $7.21M | Buy |
152,338
+2,874
| +2% | +$136K | 2.91% | 13 |
|
|
2023
Q2 | $7.43M | Buy |
149,464
+1,851
| +1% | +$92K | 3.01% | 13 |
|
|
2023
Q1 | $7.07M | Sell |
147,613
-487
| -0.3% | -$23.3K | 3.11% | 13 |
|
|
2022
Q4 | $6.89M | Sell |
148,100
-2,867
| -2% | -$133K | 3.38% | 13 |
|
|
2022
Q3 | $6.43M | Sell |
150,967
-616
| -0.4% | -$26.2K | 3.51% | 12 |
|
|
2022
Q2 | $6.7M | Buy |
151,583
+2,953
| +2% | +$130K | 3.33% | 12 |
|
|
2022
Q1 | $7.81M | Buy |
148,630
+2,403
| +2% | +$126K | 3.28% | 12 |
|
|
2021
Q4 | $8.13M | Buy |
146,227
+1,356
| +0.9% | +$75.4K | 3.43% | 11 |
|
|
2021
Q3 | $7.48M | Buy |
144,871
+3,418
| +2% | +$177K | 3.36% | 12 |
|
|
2021
Q2 | $7.33M | Buy |
141,453
+3,914
| +3% | +$203K | 3.35% | 12 |
|
|
2021
Q1 | $6.76M | Buy |
137,539
+1,496
| +1% | +$73.5K | 3.44% | 11 |
|
|
2020
Q4 | $6.12M | Buy |
136,043
+10,323
| +8% | +$464K | 3.29% | 11 |
|
|
2020
Q3 | $4.73M | Buy |
125,720
+3,977
| +3% | +$150K | 2.8% | 10 |
|
|
2020
Q2 | $4.28M | Buy |
121,743
+2,551
| +2% | +$89.6K | 2.85% | 10 |
|
|
2020
Q1 | $3.39M | Sell |
119,192
-1,599
| -1% | -$45.4K | 3.08% | 9 |
|
|
2019
Q4 | $4.73M | Buy |
120,791
+2,634
| +2% | +$103K | 3.43% | 10 |
|
|
2019
Q3 | $4.35M | Buy |
118,157
+10,532
| +10% | +$388K | 3.59% | 10 |
|
|
2019
Q2 | $3.93M | Buy |
107,625
+6,145
| +6% | +$224K | 3.39% | 10 |
|
|
2019
Q1 | $3.57M | Buy |
101,480
+1,936
| +2% | +$68K | 3.18% | 11 |
|
|
2018
Q4 | $3.03M | Buy |
99,544
+2,906
| +3% | +$88.5K | 3.34% | 11 |
|
|
2018
Q3 | $3.52M | Buy |
96,638
+1,833
| +2% | +$66.7K | 3.6% | 8 |
|
|
2018
Q2 | $3.3M | Buy |
94,805
+4,047
| +4% | +$141K | 3.13% | 9 |
|
|
2018
Q1 | $3.04M | Buy |
90,758
+929
| +1% | +$31.1K | 3.06% | 9 |
|
|
2017
Q4 | $3.15M | Buy |
+89,829
| New | +$3.15M | 3.25% | 9 |
|