Shaker Financial Services’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
Q1 | – | Sell |
-26,308
| Closed | -$939K | – | 156 |
|
|
2024
Q4 | $939K | Sell |
26,308
-33,346
| -56% | -$1.19M | 0.36% | 87 |
|
|
2024
Q3 | $1.98M | Buy |
59,654
+18,814
| +46% | +$624K | 0.75% | 43 |
|
|
2024
Q2 | $1.14M | Buy |
40,840
+19,629
| +93% | +$550K | 0.46% | 64 |
|
|
2024
Q1 | $627K | Buy |
+21,211
| New | +$627K | 0.24% | 101 |
|
|
2015
Q1 | – | Sell |
-19,382
| Closed | -$457K | – | 128 |
|
|
2014
Q4 | $457K | Buy |
19,382
+10,354
| +115% | +$244K | 0.29% | 90 |
|
|
2014
Q3 | $201K | Sell |
9,028
-3,800
| -30% | -$84.6K | 0.13% | 116 |
|
|
2014
Q2 | $297K | Sell |
12,828
-17,069
| -57% | -$395K | 0.18% | 118 |
|
|
2014
Q1 | $720K | Buy |
29,897
+1,807
| +6% | +$43.5K | 0.47% | 72 |
|
|
2013
Q4 | $662K | Buy |
28,090
+2,303
| +9% | +$54.3K | 0.46% | 78 |
|
|
2013
Q3 | $554K | Buy |
+25,787
| New | +$554K | 0.41% | 87 |
|