Level Four Advisory Services’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 | – | Sell |
-33,213
| Closed | -$551K | – | 801 |
|
2025
Q1 | $551K | Sell |
33,213
-12,440
| -27% | -$206K | 0.02% | 476 |
|
2024
Q4 | $759K | Buy |
45,653
+1,218
| +3% | +$20.3K | 0.03% | 409 |
|
2024
Q3 | $798K | Sell |
44,435
-477
| -1% | -$8.57K | 0.03% | 410 |
|
2024
Q2 | $750K | Buy |
44,912
+18,102
| +68% | +$302K | 0.03% | 402 |
|
2024
Q1 | $423K | Hold |
26,810
| – | – | 0.02% | 521 |
|
2023
Q4 | $423K | Buy |
26,810
+14,658
| +121% | +$231K | 0.02% | 517 |
|
2023
Q3 | $177K | Buy |
12,152
+2,150
| +21% | +$31.3K | 0.01% | 694 |
|
2023
Q2 | $152K | Buy |
+10,002
| New | +$152K | 0.01% | 756 |
|