Altus Wealth Group’s John Hancock Preferred Income Fund HPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,132
| Closed | -$322K | – | 135 |
|
|
2023
Q2 | $322K | Hold |
21,132
| – | – | 0.2% | 109 |
|
|
2023
Q1 | $338K | Hold |
21,132
| – | – | 0.23% | 100 |
|
|
2022
Q4 | $339K | Buy |
+21,132
| New | +$339K | 0.26% | 94 |
|
|
2021
Q1 | – | Sell |
-320
| Closed | -$6K | – | 434 |
|
|
2020
Q4 | $6K | Buy |
+320
| New | +$6K | 0.01% | 622 |
|