CWS
HTD

Confluence Wealth Services’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Confluence Wealth Services’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,170
Closed -$30K – 641
2021
Q4 		$30K Buy
+1,170
New +$30K 0.01% 609