B. Riley Wealth Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $156K | Buy |
10,391
+165
| +2% | +$2.48K | 0.01% | 1060 |
|
2024
Q3 | $176K | Buy |
+10,226
| New | +$176K | ﹤0.01% | 1161 |
|
2015
Q1 | – | Sell |
-3,696
| Closed | -$66 | – | 1189 |
|
2014
Q4 | $66 | Buy |
+3,696
| New | +$66 | ﹤0.01% | 1948 |
|
2014
Q3 | – | Sell |
-4,146
| Closed | -$74.3K | – | 1191 |
|
2014
Q2 | $74.3K | Hold |
4,146
| – | – | 0.02% | 855 |
|
2014
Q1 | $72K | Hold |
4,146
| – | – | 0.02% | 692 |
|
2013
Q4 | $65K | Hold |
4,146
| – | – | 0.02% | 633 |
|
2013
Q3 | $69K | Hold |
4,146
| – | – | 0.02% | 609 |
|
2013
Q2 | $75K | Buy |
+4,146
| New | +$75K | 0.03% | 614 |
|