SeaBridge 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
Q1 | – | Sell |
-6,280
| Closed | -$148K | – | 221 |
|
|
2014
Q4 | $148K | Hold |
6,280
| – | – | 0.03% | 149 |
|
|
2014
Q3 | $140K | Hold |
6,280
| – | – | 0.03% | 134 |
|
|
2014
Q2 | $145K | Hold |
6,280
| – | – | 0.03% | 141 |
|
|
2014
Q1 | $151K | Hold |
6,280
| – | – | 0.03% | 133 |
|
|
2013
Q4 | $148K | Hold |
6,280
| – | – | 0.03% | 143 |
|
|
2013
Q3 | $135K | Buy |
+6,280
| New | +$135K | 0.03% | 143 |
|