Carson Wealth (CWM LLC)’s John Hancock Preferred Income Fund HPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,466
| Closed | -$58K | – | 4724 |
|
|
2024
Q1 | $58K | Buy |
+3,466
| New | +$58K | ﹤0.01% | 2202 |
|
|
2022
Q2 | – | Sell |
-14,140
| Closed | -$274K | – | 3900 |
|
|
2022
Q1 | $274K | Buy |
14,140
+13,940
| +6,970% | +$270K | ﹤0.01% | 916 |
|
|
2021
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 2823 |
|
|
2021
Q2 | $34K | Hold |
1,566
| – | – | ﹤0.01% | 1558 |
|
|
2021
Q1 | $34K | Hold |
1,566
| – | – | ﹤0.01% | 1558 |
|
|
2020
Q4 | $34K | Hold |
1,566
| – | – | ﹤0.01% | 1558 |
|
|
2020
Q3 | $34K | Hold |
1,566
| – | – | ﹤0.01% | 1558 |
|
|
2020
Q2 | $34K | Hold |
1,566
| – | – | ﹤0.01% | 1558 |
|
|
2020
Q1 | $34K | Hold |
1,566
| – | – | ﹤0.01% | 1558 |
|
|
2019
Q4 | $34K | Hold |
1,566
| – | – | ﹤0.01% | 1558 |
|
|
2019
Q3 | $34K | Hold |
1,566
| – | – | ﹤0.01% | 1558 |
|
|
2019
Q2 | $34K | Hold |
1,566
| – | – | ﹤0.01% | 1558 |
|
|
2019
Q1 | $34K | Sell |
1,566
-242
| -13% | -$5.25K | ﹤0.01% | 1558 |
|
|
2018
Q4 | $34K | Sell |
1,808
-1,128
| -38% | -$21.2K | ﹤0.01% | 975 |
|
|
2018
Q3 | $65K | Sell |
2,936
-3,504
| -54% | -$77.6K | ﹤0.01% | 693 |
|
|
2018
Q2 | $140K | Buy |
+6,440
| New | +$140K | ﹤0.01% | 474 |
|