EWM
HTD
Evercore Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-200
| Closed | -$5K | – | 542 |
|
|
2017
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 851 |
|
|
2017
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 841 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 891 |
|
|
2017
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 876 |
|
|
2016
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 881 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 931 |
|
|
2016
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 914 |
|
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 853 |
|
|
2015
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 937 |
|
|
2015
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 897 |
|
|
2015
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 998 |
|
|
2015
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 937 |
|
|
2014
Q4 | – | Sell |
-200
| Closed | -$4K | – | 911 |
|
|
2014
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 882 |
|
|
2014
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 929 |
|
|
2014
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 872 |
|
|
2013
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 807 |
|
|
2013
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 930 |
|
|
2013
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 767 |
|