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