GBWM
Granite Bay Wealth Management’s John Hancock Preferred Income ETF JHPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
646,152
+56,902
| +10% | +$1.28M | 4.68% | 7 |
|
|
2025
Q1 | $13.2M | Buy |
589,250
+43,473
| +8% | +$974K | 4.59% | 6 |
|
|
2024
Q4 | $12.3M | Buy |
545,777
+26,827
| +5% | +$604K | 4.56% | 6 |
|
|
2024
Q3 | $12.1M | Buy |
518,950
+28,911
| +6% | +$672K | 6.76% | 4 |
|
|
2024
Q2 | $11M | Buy |
490,039
+72,344
| +17% | +$1.62M | 5.87% | 4 |
|
|
2024
Q1 | $9.39M | Sell |
417,695
-20,816,918
| -98% | -$468M | 5.34% | 3 |
|
|
2023
Q4 | $442M | Buy |
21,234,613
+603,888
| +3% | +$12.6M | 3.95% | 8 |
|
|
2023
Q3 | $435M | Buy |
20,630,725
+20,342,179
| +7,050% | +$429M | 4.27% | 5 |
|
|
2023
Q2 | $6.05M | Buy |
288,546
+171,256
| +146% | +$3.59M | 5.64% | 6 |
|
|
2023
Q1 | $2.47M | Buy |
117,290
+58,690
| +100% | +$1.24M | 1.73% | 11 |
|
|
2022
Q4 | $1.27M | Buy |
+58,600
| New | +$1.27M | 0.83% | 17 |
|