Kingsview 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
Q2
$301K Buy
2025
Q1
$304K Buy
2024
Q4
$274K Buy
2024
Q3
$285K Buy
2024
Q2
$245K Buy
2024
Q1
$234K Buy
2023
Q4
$222K Sell
2023
Q3
$261K Buy
2023
Q2
$286K Buy