VSR Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-19,053
| Closed | -$446K | – | 589 |
|
|
2015
Q1 | $446K | Buy |
19,053
+200
| +1% | +$4.68K | 0.05% | 363 |
|
|
2014
Q4 | $444K | Buy |
18,853
+3,100
| +20% | +$73K | 0.05% | 340 |
|
|
2014
Q3 | $350K | Buy |
15,753
+5,000
| +46% | +$111K | 0.04% | 412 |
|
|
2014
Q2 | $249K | Hold |
10,753
| – | – | 0.03% | 477 |
|
|
2014
Q1 | $259K | Buy |
+10,753
| New | +$259K | 0.04% | 477 |
|