Live Oak Private Wealth’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
Q3 | $2.54M | Hold |
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2025
Q2 | $2.4M | Hold |
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2025
Q1 | $2.46M | Hold |
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|
2024
Q4 | $2.26M | Hold |
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|
2024
Q3 | $2.38M | Hold |
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|
2024
Q2 | $2.07M | Hold |
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|
2024
Q1 | $2.02M | Hold |
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|
2023
Q4 | $1.95M | Hold |
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|
2023
Q3 | $1.82M | Hold |
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|
2023
Q2 | $2.09M | Hold |
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|
2023
Q1 | $2.19M | Hold |
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|
2022
Q4 | $2.35M | Hold |
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|
2022
Q3 | $2.15M | Hold |
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|
2022
Q2 | $2.35M | Hold |
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|
2022
Q1 | $2.62M | Hold |
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|
2021
Q4 | $2.68M | Hold |
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|
2021
Q3 | $2.35M | Hold |
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|
2021
Q2 | $2.56M | Hold |
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|
2021
Q1 | $2.41M | Hold |
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|
2020
Q4 | $2.16M | Hold |
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|
2020
Q3 | $1.96M | Hold |
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|
2020
Q2 | $1.98M | Buy |
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