Fusion Family Wealth’s John Hancock Preferred Income Fund HPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,400
| Closed | -$26K | – | 191 |
|
|
2018
Q4 | $26K | Hold |
1,400
| – | – | 0.01% | 143 |
|
|
2018
Q3 | $31K | Hold |
1,400
| – | – | 0.01% | 142 |
|
|
2018
Q2 | $30K | Hold |
1,400
| – | – | 0.01% | 160 |
|
|
2018
Q1 | $29K | Hold |
1,400
| – | – | 0.01% | 150 |
|
|
2017
Q4 | $30K | Buy |
+1,400
| New | +$30K | 0.01% | 166 |
|
|
2017
Q3 | – | Sell |
-1,400
| Closed | -$31K | – | 261 |
|
|
2017
Q2 | $31K | Hold |
1,400
| – | – | 0.01% | 146 |
|
|
2017
Q1 | $30K | Hold |
1,400
| – | – | 0.01% | 145 |
|
|
2016
Q4 | $29K | Buy |
+1,400
| New | +$29K | 0.02% | 157 |
|