Atria Wealth Solutions’s John Hancock Preferred Income Fund HPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,600
| Closed | -$226K | – | 1656 |
|
|
2025
Q1 | $226K | Sell |
13,600
-4,119
| -23% | -$68.3K | ﹤0.01% | 1646 |
|
|
2024
Q4 | $295K | Sell |
17,719
-24,645
| -58% | -$410K | ﹤0.01% | 1532 |
|
|
2024
Q3 | $803K | Buy |
42,364
+317
| +0.8% | +$6.01K | 0.01% | 998 |
|
|
2024
Q2 | $703K | Buy |
42,047
+2,751
| +7% | +$46K | 0.01% | 1051 |
|
|
2024
Q1 | $654K | Buy |
39,296
+10,421
| +36% | +$173K | 0.01% | 1116 |
|
|
2023
Q4 | $456K | Sell |
28,875
-11,945
| -29% | -$188K | 0.01% | 1254 |
|
|
2023
Q3 | $595K | Buy |
40,820
+48
| +0.1% | +$700 | 0.01% | 1045 |
|
|
2023
Q2 | $621K | Sell |
40,772
-102
| -0.2% | -$1.55K | 0.01% | 1048 |
|
|
2023
Q1 | $654K | Sell |
40,874
-4,972
| -11% | -$79.6K | 0.01% | 988 |
|
|
2022
Q4 | $736K | Sell |
45,846
-3,512
| -7% | -$56.4K | 0.01% | 894 |
|
|
2022
Q3 | $792K | Buy |
49,358
+15,077
| +44% | +$242K | 0.01% | 804 |
|
|
2022
Q2 | $600K | Sell |
34,281
-16,503
| -32% | -$289K | 0.01% | 860 |
|
|
2022
Q1 | $983K | Buy |
+50,784
| New | +$983K | 0.02% | 744 |
|