Smith Salley Wealth Management’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 |
-47,473
| Closed | -$1.11M | – | 161 |
|
|
2015
Q1 | $1.11M | Buy |
47,473
+3,798
| +9% | +$88.8K | 0.28% | 94 |
|
|
2014
Q4 | $1.03M | Buy |
43,675
+2,657
| +6% | +$62.6K | 0.27% | 98 |
|
|
2014
Q3 | $911K | Buy |
41,018
+15,216
| +59% | +$338K | 0.24% | 107 |
|
|
2014
Q2 | $597K | Buy |
25,802
+10,995
| +74% | +$254K | 0.16% | 122 |
|
|
2014
Q1 | $356K | Buy |
14,807
+4,666
| +46% | +$112K | 0.22% | 82 |
|
|
2013
Q4 | $239K | Buy |
+10,141
| New | +$239K | 0.16% | 92 |
|