J.W. Cole Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.55M | Buy |
96,866
+26,571
| +38% | +$425K | 0.03% | 506 |
|
2025
Q1 | $1.17M | Buy |
+70,295
| New | +$1.17M | 0.04% | 488 |
|
2020
Q4 | – | Sell |
-28,042
| Closed | -$528K | – | 738 |
|
2020
Q3 | $528K | Buy |
+28,042
| New | +$528K | 0.04% | 405 |
|
2020
Q1 | – | Sell |
-16,493
| Closed | -$376K | – | 268 |
|
2019
Q4 | $376K | Buy |
+16,493
| New | +$376K | 0.05% | 365 |
|