Carson Wealth (CWM LLC)’s John Hancock Preferred Income Fund HPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $58K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q2 | $34K | Hold |
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|
2021
Q1 | $34K | Hold |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $34K | Hold |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $34K | Hold |
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|
2019
Q3 | $34K | Hold |
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|
2019
Q2 | $34K | Hold |
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|
2019
Q1 | $34K | Sell |
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|
2018
Q4 | $34K | Sell |
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|
2018
Q3 | $65K | Sell |
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|
2018
Q2 | $140K | Buy |
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