NWF Advisory Services’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-37,300
Closed -$195K 348
2024
Q1
$195K Hold
37,300
0.03% 287
2023
Q4
$191K Hold
37,300
0.04% 259
2023
Q3
$164K Hold
37,300
0.04% 248
2023
Q2
$175K Hold
37,300
0.04% 246
2023
Q1
$175K Buy
+37,300
New +$191K 0.04% 245

NWF Advisory Services's HTY Position: Q2 2024 in Review

NWF Advisory Services sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q2 2024, closing a stake of 37,300 shares — an estimated $195K sold.

NWF Advisory Services first reported a position in HTY in Q1 2023 and held it in 5 quarters. The position peaked at $195K in Q1 2024. 0 funds tracked by Wall St. Rank hold HTY as of Q2 2024.

  • NWF Advisory Services reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q2 2024 after selling out during the quarter.
  • NWF Advisory Services sold 37,300 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q2 2024, an estimated $195K.
  • NWF Advisory Services first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q1 2023 and held it in 5 quarters.
  • NWF Advisory Services's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $195K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q2 2024.

Based on NWF Advisory Services's 13F filing for Q2 2024, filed 6 Oct 2025.