OneDigital Investment Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-800
| Closed | -$20K | – | 787 |
|
|
2019
Q2 | $20K | Hold |
800
| – | – | ﹤0.01% | 807 |
|
|
2019
Q1 | $20K | Hold |
800
| – | – | ﹤0.01% | 725 |
|
|
2018
Q4 | $16K | Hold |
800
| – | – | ﹤0.01% | 750 |
|
|
2018
Q3 | $19K | Hold |
800
| – | – | ﹤0.01% | 685 |
|
|
2018
Q2 | $19K | Hold |
800
| – | – | ﹤0.01% | 831 |
|
|
2018
Q1 | $17K | Hold |
800
| – | – | ﹤0.01% | 870 |
|
|
2017
Q4 | $20K | Hold |
800
| – | – | ﹤0.01% | 804 |
|
|
2017
Q3 | $21K | Hold |
800
| – | – | 0.01% | 626 |
|
|
2017
Q2 | $20K | Buy |
+800
| New | +$20K | 0.01% | 745 |
|