CWP
HTD

Concord Wealth Partners’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Concord Wealth Partners’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.94K Hold
2025
Q1 		$1.99K Buy
2022
Q3 		– Sell
2022
Q2 		$10K Hold
2022
Q1 		$11K Buy