TD Private Client Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-431
| Closed | -$12.7K | – | 1222 |
|
2024
Q1 | $12.7K | Hold |
431
| – | – | ﹤0.01% | 1007 |
|
2023
Q4 | $13K | Hold |
431
| – | – | ﹤0.01% | 1012 |
|
2023
Q3 | $11.3K | Hold |
431
| – | – | ﹤0.01% | 1014 |
|
2023
Q2 | $11.6K | Hold |
431
| – | – | ﹤0.01% | 1024 |
|
2023
Q1 | $13.2K | Hold |
431
| – | – | ﹤0.01% | 996 |
|
2022
Q4 | $14.4K | Hold |
431
| – | – | ﹤0.01% | 962 |
|
2022
Q3 | $13.6K | Hold |
431
| – | – | ﹤0.01% | 962 |
|
2022
Q2 | $16K | Hold |
431
| – | – | ﹤0.01% | 951 |
|
2022
Q1 | $17.3K | Hold |
431
| – | – | ﹤0.01% | 971 |
|
2021
Q4 | $20.1K | Hold |
431
| – | – | ﹤0.01% | 854 |
|
2021
Q3 | $18.3K | Hold |
431
| – | – | ﹤0.01% | 855 |
|
2021
Q2 | $16.2K | Hold |
431
| – | – | ﹤0.01% | 867 |
|
2021
Q1 | $16.6K | Hold |
431
| – | – | ﹤0.01% | 848 |
|
2020
Q4 | $13.1K | Hold |
431
| – | – | ﹤0.01% | 818 |
|
2020
Q3 | $9.24K | Hold |
431
| – | – | ﹤0.01% | 804 |
|
2020
Q2 | $9.89K | Hold |
431
| – | – | ﹤0.01% | 800 |
|
2020
Q1 | $7.91K | Hold |
431
| – | – | ﹤0.01% | 776 |
|
2019
Q4 | $15.6K | Buy |
+431
| New | +$15.6K | ﹤0.01% | 723 |
|