DWM
HTY

Dakota Wealth Management’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Dakota Wealth Management’s Portfolio HTY Stock Details HTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
2020
Q3 		$81K Sell
2020
Q2 		$97K Sell
2020
Q1 		$103K Sell
2019
Q4 		$189K Hold
2019
Q3 		$183K Sell
2019
Q2 		$183K Buy
2019
Q1 		$181K Hold
2018
Q4 		$172K Buy