KOMWMG
HPI
Kerntke Otto McGlone Wealth Management Group’s John Hancock Preferred Income Fund HPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-26,985
| Closed | -$583K | – | 77 |
|
|
2021
Q2 | $583K | Buy |
26,985
+79
| +0.3% | +$1.71K | 0.23% | 72 |
|
|
2021
Q1 | $556K | Sell |
26,906
-1,446
| -5% | -$29.9K | 0.29% | 65 |
|
|
2020
Q4 | $558K | Sell |
28,352
-381
| -1% | -$7.5K | 0.33% | 64 |
|
|
2020
Q3 | $541K | Buy |
28,733
+75
| +0.3% | +$1.41K | 0.4% | 60 |
|
|
2020
Q2 | $561K | Buy |
28,658
+827
| +3% | +$16.2K | 0.51% | 49 |
|
|
2020
Q1 | $447K | Buy |
27,831
+577
| +2% | +$9.27K | 0.5% | 49 |
|
|
2019
Q4 | $622K | Buy |
+27,254
| New | +$622K | 0.53% | 53 |
|