GWM
HTY

Gupta Wealth Management’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Gupta Wealth Management’s Portfolio HTY Stock Details HTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,213
Closed -$23K – 1306
2015
Q4 		$23K Hold
2,213
– – 0.01% 630
2015
Q3 		$21K Hold
2,213
– – 0.01% 680
2015
Q2 		$22K Hold
2,213
– – 0.01% 714
2015
Q1 		$27K Buy
+2,213
New +$27K 0.01% 523