B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+12,730
| New | +$204K | 0.01% | 865 |
|
|
2024
Q4 | $282K | Buy |
16,809
+728
| +5% | +$12.2K | 0.01% | 893 |
|
|
2024
Q3 | $306K | Buy |
16,081
+483
| +3% | +$9.2K | 0.01% | 940 |
|
|
2024
Q2 | $261K | Sell |
15,598
-1,462
| -9% | -$24.5K | 0.01% | 1093 |
|
|
2024
Q1 | $249K | Sell |
17,060
-1,391
| -8% | -$20.3K | 0.01% | 1150 |
|
|
2023
Q4 | $293K | Buy |
18,451
+1,391
| +8% | +$22.1K | 0.01% | 1064 |
|
|
2023
Q3 | $249K | Sell |
17,060
-13,427
| -44% | -$196K | 0.01% | 1150 |
|
|
2023
Q2 | $465K | Buy |
30,487
+2,206
| +8% | +$33.6K | 0.01% | 888 |
|
|
2023
Q1 | $453K | Buy |
28,281
+5,126
| +22% | +$82K | 0.01% | 851 |
|
|
2022
Q4 | $375K | Buy |
23,155
+3,106
| +15% | +$50.2K | 0.01% | 923 |
|
|
2022
Q3 | $322K | Buy |
20,049
+6,132
| +44% | +$98.5K | 0.01% | 963 |
|
|
2022
Q2 | $244K | Buy |
13,917
+2,000
| +17% | +$35.1K | 0.01% | 964 |
|
|
2022
Q1 | $231K | Buy |
+11,917
| New | +$231K | 0.01% | 1145 |
|
|
2019
Q2 | – | Sell |
-10,050
| Closed | -$228K | – | 806 |
|
|
2019
Q1 | $228K | Sell |
10,050
-500
| -5% | -$11.3K | 0.03% | 605 |
|
|
2018
Q4 | $199K | Buy |
+10,550
| New | +$199K | 0.03% | 579 |
|