Kingsview Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
12,868
+178
| +1% | +$4.16K | 0.01% | 943 |
|
|
2025
Q1 | $304K | Buy |
12,690
+233
| +2% | +$5.58K | 0.01% | 885 |
|
|
2024
Q4 | $274K | Buy |
12,457
+172
| +1% | +$3.79K | 0.01% | 944 |
|
|
2024
Q3 | $285K | Buy |
12,285
+177
| +1% | +$4.11K | 0.01% | 904 |
|
|
2024
Q2 | $245K | Buy |
12,108
+190
| +2% | +$3.84K | 0.01% | 918 |
|
|
2024
Q1 | $234K | Buy |
11,918
+192
| +2% | +$3.78K | 0.01% | 913 |
|
|
2023
Q4 | $222K | Sell |
11,726
-2,943
| -20% | -$55.8K | 0.01% | 868 |
|
|
2023
Q3 | $261K | Buy |
14,669
+634
| +5% | +$11.3K | 0.01% | 803 |
|
|
2023
Q2 | $286K | Buy |
+14,035
| New | +$286K | 0.01% | 755 |
|