McGlone Suttner Wealth Management’s John Hancock Preferred Income Fund HPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,809
| Closed | -$234K | – | 175 |
|
|
2024
Q2 | $234K | Sell |
14,809
-9
| -0.1% | -$142 | 0.05% | 141 |
|
|
2024
Q1 | $246K | Buy |
14,818
+9
| +0.1% | +$150 | 0.05% | 151 |
|
|
2023
Q4 | $234K | Sell |
14,809
-4,452
| -23% | -$70.3K | 0.05% | 141 |
|
|
2023
Q3 | $281K | Sell |
19,261
-2,885
| -13% | -$42K | 0.07% | 110 |
|
|
2023
Q2 | $337K | Buy |
22,146
+14
| +0.1% | +$213 | 0.08% | 99 |
|
|
2023
Q1 | $354K | Buy |
22,132
+7
| +0% | +$112 | 0.09% | 91 |
|
|
2022
Q4 | $355K | Buy |
+22,125
| New | +$355K | 0.11% | 87 |
|