LWM
HTD

Laidlaw Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Laidlaw Wealth Management’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-17,576
Closed -$402K – 403
2021
Q3 		$402K Buy
17,576
+721
+4% +$16.5K 0.1% 170
2021
Q2 		$420K Buy
16,855
+2,619
+18% +$65.3K 0.11% 167
2021
Q1 		$334K Buy
+14,236
New +$334K 0.11% 157