World Investment Advisors’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 | $1.13M | Sell |
31,856
-471
| -1% | -$16.7K | 0.03% | 497 |
|
|
2025
Q1 | $1.1M | Sell |
32,327
-1,692
| -5% | -$57.7K | 0.03% | 475 |
|
|
2024
Q4 | $1.21M | Sell |
34,019
-1,924
| -5% | -$68.7K | 0.03% | 425 |
|
|
2024
Q3 | $1.19M | Sell |
35,943
-721
| -2% | -$23.9K | 0.04% | 388 |
|
|
2024
Q2 | $1.03M | Buy |
+36,664
| New | +$1.03M | 0.06% | 268 |
|
|
2024
Q1 | – | Sell |
-38,073
| Closed | -$1.15M | – | 405 |
|
|
2023
Q4 | $1.15M | Buy |
+38,073
| New | +$1.15M | 0.15% | 131 |
|