CFA
HTD

Carroll Financial Associates’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Carroll Financial Associates’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,257
Closed -$75K – 1326
2018
Q3 		$75K Buy
3,257
+57
+2% +$1.31K 0.01% 442
2018
Q2 		$74K Buy
+3,200
New +$74K 0.01% 440