BWP
HPI
Baldwin Wealth Partners’s John Hancock Preferred Income Fund HPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$21K | – | 486 |
|
|
2017
Q1 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 363 |
|
|
2016
Q4 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 370 |
|
|
2016
Q3 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 369 |
|
|
2016
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 325 |
|
|
2016
Q1 | $22K | Buy |
+1,000
| New | +$22K | ﹤0.01% | 356 |
|