NewEdge Advisors’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 | $322K | Sell |
20,109
-446
| -2% | -$7.13K | ﹤0.01% | 1972 |
|
2025
Q1 | $341K | Sell |
20,555
-450
| -2% | -$7.47K | ﹤0.01% | 1810 |
|
2024
Q4 | $349K | Sell |
21,005
-1,353
| -6% | -$22.5K | ﹤0.01% | 1789 |
|
2024
Q3 | $424K | Sell |
22,358
-2,754
| -11% | -$52.2K | ﹤0.01% | 1573 |
|
2024
Q2 | $420K | Sell |
25,112
-8,202
| -25% | -$137K | ﹤0.01% | 1518 |
|
2024
Q1 | $554K | Buy |
33,314
+1,338
| +4% | +$22.3K | ﹤0.01% | 1290 |
|
2023
Q4 | $503K | Buy |
31,976
+10,937
| +52% | +$172K | ﹤0.01% | 1277 |
|
2023
Q3 | $307K | Sell |
21,039
-12,366
| -37% | -$180K | ﹤0.01% | 1421 |
|
2023
Q2 | $509K | Buy |
33,405
+3,834
| +13% | +$58.4K | 0.01% | 1176 |
|
2023
Q1 | $441K | Sell |
29,571
-1,370
| -4% | -$20.4K | 0.01% | 1162 |
|
2022
Q4 | $466K | Buy |
30,941
+1,186
| +4% | +$17.9K | 0.01% | 814 |
|
2022
Q3 | $477K | Sell |
29,755
-2,573
| -8% | -$41.2K | 0.01% | 990 |
|
2022
Q2 | $566K | Buy |
32,328
+4,826
| +18% | +$84.5K | 0.01% | 928 |
|
2022
Q1 | $532K | Buy |
27,502
+2,924
| +12% | +$56.6K | 0.01% | 829 |
|
2021
Q4 | $510K | Buy |
+24,578
| New | +$510K | 0.01% | 1064 |
|