Concert Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $288K | Hold |
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|
2016
Q4 | $288K | Sell |
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|
2016
Q3 | $823K | Sell |
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|
2016
Q2 | $999K | Buy |
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|
2016
Q1 | $289K | Hold |
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|
2015
Q4 | $259K | Hold |
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|
2015
Q3 | $248K | Hold |
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|
2015
Q2 | $248K | Hold |
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|
2015
Q1 | $270K | Hold |
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|
2014
Q4 | $281K | Buy |
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|
2014
Q3 | $252K | Sell |
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|
2014
Q2 | $258K | Hold |
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|
2014
Q1 | $251K | Hold |
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|
2013
Q4 | $229K | Hold |
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|
2013
Q3 | $221K | Hold |
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|
2013
Q2 | $240K | Buy |
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