LWM Advisory Services’s John Hancock Preferred Income Fund III HPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-938
Closed -$12.5K 112
2023
Q3
$12.5K Buy
+938
New +$13K 0.01% 125

Other funds holding HPS

LWM Advisory Services's HPS Position: Q4 2023 in Review

LWM Advisory Services sold out of John Hancock Preferred Income Fund III (HPS) in Q4 2023, closing a stake of 938 shares — an estimated $12.5K sold.

LWM Advisory Services first reported a position in HPS in Q3 2023 and held it in 1 quarter. The position peaked at $12.5K in Q3 2023. 68 funds tracked by Wall St. Rank hold HPS as of Q4 2023.

  • LWM Advisory Services reported no remaining John Hancock Preferred Income Fund III position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 938 John Hancock Preferred Income Fund III shares in Q4 2023, an estimated $12.5K.
  • LWM Advisory Services first reported a position in John Hancock Preferred Income Fund III in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's John Hancock Preferred Income Fund III position peaked at $12.5K in Q3 2023.
  • 68 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.