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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.94K Hold
83
– – ﹤0.01% 720
2025
Q1 		$1.99K Buy
+83
New +$1.99K ﹤0.01% 676
2022
Q3 		– Sell
-439
Closed -$10K – 582
2022
Q2 		$10K Hold
439
– – ﹤0.01% 687
2022
Q1 		$11K Buy
+439
New +$11K ﹤0.01% 758