Geneos Wealth Management’s John Hancock Preferred Income Fund HPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46.5K | Hold |
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|
2025
Q2 | $42.9K | Sell |
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|
2025
Q1 | $98K | Buy |
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|
2024
Q4 | $44.6K | Sell |
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|
2024
Q3 | $58.4K | Hold |
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|
2024
Q2 | $51.5K | Hold |
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|
2024
Q1 | $51.2K | Sell |
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|
2023
Q4 | $53.3K | Hold |
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|
2023
Q3 | $49.2K | Hold |
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|
2023
Q2 | $51.5K | Hold |
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|
2023
Q1 | $54.1K | Hold |
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|
2022
Q4 | $54.3K | Hold |
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|
2022
Q3 | $54K | Sell |
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|
2022
Q2 | $192K | Hold |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q3 | $215K | Sell |
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|
2021
Q2 | $324K | Sell |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $408K | Buy |
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|
2020
Q3 | $314K | Buy |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $328K | Sell |
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|
2019
Q4 | $518K | Sell |
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|
2019
Q3 | $615K | Sell |
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|
2019
Q2 | $663K | Sell |
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|
2019
Q1 | $734K | Sell |
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|
2018
Q4 | $640K | Sell |
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|
2018
Q3 | $930K | Buy |
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|
2018
Q2 | $374K | Sell |
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|
2018
Q1 | $557K | Sell |
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|
2017
Q4 | $811K | Buy |
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|
2017
Q3 | $749K | Sell |
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|
2017
Q2 | $760K | Buy |
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|
2017
Q1 | $738K | Sell |
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|
2016
Q4 | $707K | Sell |
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|
2016
Q3 | $781K | Buy |
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|
2016
Q2 | $796K | Sell |
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|
2016
Q1 | $751K | Buy |
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