Carson Wealth (CWM LLC)’s John Hancock Preferred Income Fund III HPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 4112 |
|
|
2025
Q1 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 3868 |
|
|
2024
Q4 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 3625 |
|
|
2024
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 3457 |
|
|
2024
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 3260 |
|
|
2024
Q1 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 3091 |
|
|
2023
Q2 | – | Sell |
-250
| Closed | -$4K | – | 4284 |
|
|
2023
Q1 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 3388 |
|
|
2018
Q4 | – | Sell |
-2,967
| Closed | -$55K | – | 2156 |
|
|
2018
Q3 | $55K | Buy |
+2,967
| New | +$55K | ﹤0.01% | 728 |
|