Avantax Advisory Services’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,912
| Closed | -$104K | – | 2145 |
|
|
2024
Q1 | $104K | Buy |
19,912
+962
| +5% | +$5.04K | ﹤0.01% | 1589 |
|
|
2023
Q4 | $96.8K | Buy |
18,950
+3,715
| +24% | +$19K | ﹤0.01% | 1528 |
|
|
2023
Q3 | $67K | Buy |
15,235
+3,425
| +29% | +$15.1K | ﹤0.01% | 1504 |
|
|
2023
Q2 | $55.4K | Buy |
11,810
+635
| +6% | +$2.98K | ﹤0.01% | 1469 |
|
|
2023
Q1 | $54.9K | Buy |
+11,175
| New | +$54.9K | ﹤0.01% | 1445 |
|