SWM
Sterling Wealth Management’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 | $333K | Buy |
+5,440
| New | +$333K | 0.11% | 79 |
|
|
2024
Q4 | $325K | Hold |
5,440
| – | – | 0.12% | 83 |
|
|
2024
Q3 | $327K | Sell |
5,440
-1,871
| -26% | -$113K | 0.12% | 88 |
|
|
2024
Q2 | $402K | Buy |
7,311
+969
| +15% | +$53.3K | 0.19% | 66 |
|
|
2024
Q1 | $364K | Sell |
6,342
-1,831
| -22% | -$105K | 0.18% | 69 |
|
|
2023
Q4 | $430K | Buy |
+8,173
| New | +$430K | 0.24% | 57 |
|