Institute for 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 | $223K | Hold |
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|
2025
Q2 | $210K | Hold |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $193K | Sell |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $336K | Hold |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $328K | Sell |
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|
2021
Q1 | $310K | Sell |
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|
2020
Q4 | $279K | Hold |
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|
2020
Q3 | $253K | Hold |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $374K | Hold |
|
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|
2019
Q3 | $389K | Hold |
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|
2019
Q2 | $348K | Hold |
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|
2019
Q1 | $340K | Hold |
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|
2018
Q4 | $280K | Hold |
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|
2018
Q3 | $319K | Buy |
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|
2018
Q2 | $310K | Hold |
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|
2018
Q1 | $293K | Hold |
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|
2017
Q4 | $327K | Buy |
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|
2017
Q3 | $322K | Hold |
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|
2017
Q2 | $319K | Buy |
|