Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $290K | Hold |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $129K | Hold |
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|
2024
Q3 | $136K | Hold |
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|
2024
Q2 | $118K | Buy |
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|
2024
Q1 | $100K | Buy |
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|
2023
Q4 | $42.7K | Sell |
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|
2023
Q3 | $79.9K | Hold |
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|
2023
Q2 | $91.8K | Buy |
|
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|
2023
Q1 | $10.7K | Sell |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $94K | Sell |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $139K | Sell |
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|
2021
Q4 | $147K | Hold |
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|
2021
Q3 | $130K | Hold |
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|
2021
Q2 | $143K | Hold |
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|
2021
Q1 | $137K | Hold |
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|
2020
Q4 | $132K | Buy |
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|
2020
Q3 | $97K | Buy |
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|
2020
Q2 | $94K | Buy |
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|
2020
Q1 | $91K | Buy |
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|
2019
Q4 | $27K | Buy |
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|
2019
Q3 | $28K | Buy |
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|
2019
Q2 | $25K | Buy |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q4 | $19K | Buy |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | $19K | Buy |
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|
2018
Q1 | $17K | Buy |
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|
2017
Q4 | $20K | Buy |
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|
2017
Q3 | $20K | Buy |
|
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|
2017
Q2 | $15K | Buy |
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|
2017
Q1 | $14K | Buy |
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|
2016
Q4 | $13K | Buy |
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|
2016
Q3 | $13K | Buy |
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|
2016
Q2 | $14K | Buy |
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|
2016
Q1 | $12K | Buy |
|