Carson Wealth (CWM LLC)’s John Hancock Investors Trust JHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $6K | Hold |
329
| – | – | ﹤0.01% | 2290 |
|
|
2021
Q1 | $6K | Hold |
329
| – | – | ﹤0.01% | 2290 |
|
|
2020
Q4 | $6K | Hold |
329
| – | – | ﹤0.01% | 2290 |
|
|
2020
Q3 | $6K | Hold |
329
| – | – | ﹤0.01% | 2290 |
|
|
2020
Q2 | $6K | Hold |
329
| – | – | ﹤0.01% | 2290 |
|
|
2020
Q1 | $6K | Hold |
329
| – | – | ﹤0.01% | 2290 |
|
|
2019
Q4 | $6K | Hold |
329
| – | – | ﹤0.01% | 2290 |
|
|
2019
Q3 | $6K | Hold |
329
| – | – | ﹤0.01% | 2290 |
|
|
2019
Q2 | $6K | Hold |
329
| – | – | ﹤0.01% | 2290 |
|
|
2019
Q1 | $6K | Sell |
329
-5,892
| -95% | -$107K | ﹤0.01% | 2290 |
|
|
2018
Q4 | $88K | Buy |
6,221
+5,921
| +1,974% | +$83.8K | ﹤0.01% | 754 |
|
|
2018
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 1346 |
|
|
2018
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 1194 |
|
|
2018
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 1018 |
|
|
2017
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 1093 |
|
|
2017
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 1081 |
|
|
2017
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 886 |
|
|
2017
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 867 |
|
|
2016
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 851 |
|
|
2016
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 827 |
|