Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.81K | Sell |
277
-186
| -40% | -$6.59K | ﹤0.01% | 1725 |
|
|
2025
Q1 | $15.8K | Buy |
463
+34
| +8% | +$1.16K | ﹤0.01% | 1690 |
|
|
2024
Q4 | $15.3K | Hold |
429
| – | – | ﹤0.01% | 1710 |
|
|
2024
Q3 | $14.2K | Hold |
429
| – | – | ﹤0.01% | 1538 |
|
|
2024
Q2 | $12K | Hold |
429
| – | – | ﹤0.01% | 1593 |
|
|
2024
Q1 | $12.7K | Hold |
429
| – | – | ﹤0.01% | 1641 |
|
|
2023
Q4 | $13K | Hold |
429
| – | – | ﹤0.01% | 1674 |
|
|
2023
Q3 | $11.3K | Sell |
429
-879
| -67% | -$23.1K | ﹤0.01% | 1694 |
|
|
2023
Q2 | $35.1K | Buy |
1,308
+458
| +54% | +$12.3K | ﹤0.01% | 1358 |
|
|
2023
Q1 | $26K | Buy |
+850
| New | +$26K | ﹤0.01% | 1507 |
|