Toth Financial Advisory’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 | $27.6K | Hold |
780
| – | – | ﹤0.01% | 393 |
|
2025
Q1 | $26.6K | Buy |
780
+35
| +5% | +$1.19K | ﹤0.01% | 363 |
|
2024
Q4 | $26.6K | Buy |
745
+75
| +11% | +$2.68K | ﹤0.01% | 368 |
|
2024
Q3 | $22.2K | Buy |
670
+10
| +2% | +$332 | ﹤0.01% | 371 |
|
2024
Q2 | $18.5K | Buy |
660
+100
| +18% | +$2.8K | ﹤0.01% | 402 |
|
2024
Q1 | $16.6K | Hold |
560
| – | – | ﹤0.01% | 401 |
|
2023
Q4 | $16.8K | Hold |
560
| – | – | ﹤0.01% | 410 |
|
2023
Q3 | $14.7K | Buy |
560
+55
| +11% | +$1.44K | ﹤0.01% | 405 |
|
2023
Q2 | $13.5K | Buy |
505
+400
| +381% | +$10.7K | ﹤0.01% | 432 |
|
2023
Q1 | $3.21K | Buy |
+105
| New | +$3.21K | ﹤0.01% | 590 |
|