Optimum Investment Advisors’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,000
| Closed | -$19.6K | – | 757 |
|
|
2023
Q1 | $19.6K | Hold |
4,000
| – | – | 0.01% | 481 |
|
|
2022
Q4 | $19.8K | Hold |
4,000
| – | – | 0.01% | 487 |
|
|
2022
Q3 | $18K | Hold |
4,000
| – | – | 0.01% | 514 |
|
|
2022
Q2 | $22K | Hold |
4,000
| – | – | 0.01% | 504 |
|
|
2022
Q1 | $27K | Hold |
4,000
| – | – | 0.01% | 534 |
|
|
2021
Q4 | $26K | Hold |
4,000
| – | – | 0.01% | 562 |
|
|
2021
Q3 | $26K | Hold |
4,000
| – | – | 0.01% | 558 |
|
|
2021
Q2 | $28K | Hold |
4,000
| – | – | 0.01% | 615 |
|
|
2021
Q1 | $26K | Buy |
+4,000
| New | +$26K | 0.01% | 624 |
|