Clearview Wealth Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,355
| Closed | -$20.4K | – | 339 |
|
2023
Q2 | $20.4K | Buy |
1,355
+9
| +0.7% | +$136 | 0.02% | 277 |
|
2023
Q1 | $20.9K | Buy |
1,346
+30
| +2% | +$466 | 0.02% | 272 |
|
2022
Q4 | $20.6K | Buy |
1,316
+30
| +2% | +$471 | 0.02% | 242 |
|
2022
Q3 | $21K | Buy |
1,286
+27
| +2% | +$441 | 0.02% | 251 |
|
2022
Q2 | $23K | Buy |
1,259
+25
| +2% | +$457 | 0.02% | 260 |
|
2022
Q1 | $23K | Buy |
1,234
+8
| +0.7% | +$149 | 0.02% | 282 |
|
2021
Q4 | $26K | Sell |
1,226
-1
| -0.1% | -$21 | 0.02% | 302 |
|
2021
Q3 | $27K | Buy |
1,227
+1
| +0.1% | +$22 | 0.02% | 300 |
|
2021
Q2 | $26K | Hold |
1,226
| – | – | 0.02% | 309 |
|
2021
Q1 | $26K | Hold |
1,226
| – | – | 0.02% | 300 |
|
2020
Q4 | $23K | Buy |
+1,226
| New | +$23K | 0.02% | 288 |
|