Wedbush Securities’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 | – | Sell |
-6,781
| Closed | -$231K | – | 1159 |
|
|
2025
Q1 | $231K | Hold |
6,781
| – | – | 0.01% | 935 |
|
|
2024
Q4 | $242K | Sell |
6,781
-1,907
| -22% | -$68.1K | 0.01% | 937 |
|
|
2024
Q3 | $288K | Sell |
8,688
-50
| -0.6% | -$1.66K | 0.01% | 822 |
|
|
2024
Q2 | $245K | Buy |
8,738
+700
| +9% | +$19.6K | 0.01% | 969 |
|
|
2024
Q1 | $238K | Sell |
8,038
-800
| -9% | -$23.7K | 0.01% | 994 |
|
|
2023
Q4 | $266K | Hold |
8,838
| – | – | 0.01% | 824 |
|
|
2023
Q3 | $232K | Buy |
8,838
+778
| +10% | +$20.4K | 0.01% | 844 |
|
|
2023
Q2 | $216K | Sell |
8,060
-1,728
| -18% | -$46.3K | 0.01% | 898 |
|
|
2023
Q1 | $299K | Buy |
9,788
+415
| +4% | +$12.7K | 0.02% | 754 |
|
|
2022
Q4 | $312K | Buy |
9,373
+15
| +0.2% | +$499 | 0.02% | 719 |
|
|
2022
Q3 | $295K | Sell |
9,358
-160
| -2% | -$5.04K | 0.02% | 735 |
|
|
2022
Q2 | $353K | Buy |
9,518
+264
| +3% | +$9.79K | 0.02% | 677 |
|
|
2022
Q1 | $372K | Sell |
9,254
-1,840
| -17% | -$74K | 0.02% | 707 |
|
|
2021
Q4 | $517K | Buy |
11,094
+1,100
| +11% | +$51.3K | 0.02% | 617 |
|
|
2021
Q3 | $425K | Buy |
9,994
+208
| +2% | +$8.85K | 0.02% | 685 |
|
|
2021
Q2 | $367K | Buy |
9,786
+909
| +10% | +$34.1K | 0.02% | 762 |
|
|
2021
Q1 | $341K | Buy |
8,877
+8
| +0.1% | +$307 | 0.02% | 751 |
|
|
2020
Q4 | $269K | Buy |
+8,869
| New | +$269K | 0.02% | 684 |
|
|
2020
Q1 | – | Sell |
-9,621
| Closed | -$349K | – | 895 |
|
|
2019
Q4 | $349K | Buy |
9,621
+533
| +6% | +$19.3K | 0.03% | 611 |
|
|
2019
Q3 | $292K | Buy |
9,088
+309
| +4% | +$9.93K | 0.03% | 647 |
|
|
2019
Q2 | $283K | Buy |
8,779
+439
| +5% | +$14.2K | 0.03% | 656 |
|
|
2019
Q1 | $266K | Buy |
8,340
+320
| +4% | +$10.2K | 0.03% | 637 |
|
|
2018
Q4 | $224K | Buy |
8,020
+1,301
| +19% | +$36.3K | 0.03% | 641 |
|
|
2018
Q3 | $249K | Sell |
6,719
-2,354
| -26% | -$87.2K | 0.03% | 671 |
|
|
2018
Q2 | $338K | Buy |
9,073
+1,826
| +25% | +$68K | 0.04% | 514 |
|
|
2018
Q1 | $278K | Sell |
7,247
-760
| -9% | -$29.2K | 0.04% | 557 |
|
|
2017
Q4 | $315K | Sell |
8,007
-239
| -3% | -$9.4K | 0.04% | 527 |
|
|
2017
Q3 | $307K | Sell |
8,246
-679
| -8% | -$25.3K | 0.04% | 539 |
|
|
2017
Q2 | $322K | Sell |
8,925
-1,904
| -18% | -$68.7K | 0.04% | 517 |
|
|
2017
Q1 | $368K | Buy |
10,829
+375
| +4% | +$12.7K | 0.05% | 452 |
|
|
2016
Q4 | $379K | Buy |
10,454
+2,623
| +33% | +$95.1K | 0.06% | 418 |
|
|
2016
Q3 | $217K | Sell |
7,831
-228
| -3% | -$6.32K | 0.03% | 641 |
|
|
2016
Q2 | $207K | Buy |
+8,059
| New | +$207K | 0.03% | 611 |
|
|
2016
Q1 | – | Sell |
-8,824
| Closed | -$247K | – | 759 |
|
|
2015
Q4 | $247K | Buy |
8,824
+32
| +0.4% | +$896 | 0.04% | 478 |
|
|
2015
Q3 | $222K | Buy |
8,792
+36
| +0.4% | +$909 | 0.04% | 487 |
|
|
2015
Q2 | $238K | Buy |
8,756
+113
| +1% | +$3.07K | 0.04% | 511 |
|
|
2015
Q1 | $202K | Buy |
+8,643
| New | +$202K | 0.03% | 581 |
|