VWA
BTO
V Wealth Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,202
| Closed | -$220K | – | 386 |
|
|
2023
Q1 | $220K | Hold |
7,202
| – | – | 0.04% | 342 |
|
|
2022
Q4 | $240K | Buy |
+7,202
| New | +$240K | 0.05% | 307 |
|
|
2017
Q3 | – | Sell |
-275
| Closed | -$10K | – | 256 |
|
|
2017
Q2 | $10K | Buy |
+275
| New | +$10K | ﹤0.01% | 559 |
|