Fernwood Investment Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $718K | Sell |
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|
2024
Q2 | $703K | Buy |
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $289K | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $473K | Buy |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $475K | Buy |
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|
2021
Q4 | $431K | Buy |
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