Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,444
| Closed | -$53K | – | 1019 |
|
|
2018
Q3 | $53K | Buy |
+1,444
| New | +$53K | ﹤0.01% | 1421 |
|
|
2018
Q2 | – | Sell |
-1,294
| Closed | -$50K | – | 1168 |
|
|
2018
Q1 | $50K | Sell |
1,294
-2,500
| -66% | -$96.6K | ﹤0.01% | 1573 |
|
|
2017
Q4 | $149K | Sell |
3,794
-10,250
| -73% | -$403K | 0.01% | 993 |
|
|
2017
Q3 | $523K | Sell |
14,044
-7,718
| -35% | -$287K | 0.02% | 498 |
|
|
2017
Q2 | $784K | Sell |
21,762
-4,930
| -18% | -$178K | 0.04% | 337 |
|
|
2017
Q1 | $908K | Buy |
26,692
+13,272
| +99% | +$451K | 0.05% | 294 |
|
|
2016
Q4 | $487K | Buy |
+13,420
| New | +$487K | 0.03% | 395 |
|