Wealth Enhancement Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+5,479
| New | +$201K | ﹤0.01% | 2978 |
|
|
2025
Q1 | – | Sell |
-6,618
| Closed | -$236K | – | 2962 |
|
|
2024
Q4 | $236K | Buy |
6,618
+283
| +4% | +$10.1K | ﹤0.01% | 2552 |
|
|
2024
Q3 | $210K | Buy |
+6,335
| New | +$210K | ﹤0.01% | 2399 |
|
|
2024
Q1 | – | Sell |
-7,585
| Closed | -$228K | – | 2387 |
|
|
2023
Q4 | $228K | Buy |
+7,585
| New | +$228K | ﹤0.01% | 2015 |
|