BCWM
HPS

Bartlett & Co Wealth Management’s John Hancock Preferred Income Fund III HPS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio HPS Stock Details HPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-300
Closed -$4K – 1260
2023
Q3 		$4K Hold
300
– – ﹤0.01% 1018
2023
Q2 		$4.2K Hold
300
– – ﹤0.01% 1006
2023
Q1 		$4.39K Hold
300
– – ﹤0.01% 911
2022
Q4 		$4.33K Hold
300
– – ﹤0.01% 940
2022
Q3 		$4.5K Buy
+300
New +$4.5K ﹤0.01% 944