Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$5K | – | 1885 |
|
|
2020
Q1 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1103 |
|
|
2019
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 922 |
|
|
2019
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 881 |
|
|
2019
Q2 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 884 |
|
|
2019
Q1 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 790 |
|
|
2018
Q4 | $7K | Sell |
1,000
-4,800
| -83% | -$33.6K | ﹤0.01% | 687 |
|
|
2018
Q3 | $43K | Buy |
5,800
+5,000
| +625% | +$37.1K | 0.03% | 328 |
|
|
2018
Q2 | $7K | Hold |
800
| – | – | 0.01% | 449 |
|
|
2018
Q1 | $7K | Hold |
800
| – | – | 0.01% | 672 |
|
|
2017
Q4 | $7K | Hold |
800
| – | – | 0.01% | 665 |
|
|
2017
Q3 | $7K | Hold |
800
| – | – | 0.01% | 645 |
|
|
2017
Q2 | $7K | Hold |
800
| – | – | 0.01% | 624 |
|
|
2017
Q1 | $7K | Hold |
800
| – | – | 0.01% | 573 |
|
|
2016
Q4 | $8K | Buy |
+800
| New | +$8K | 0.01% | 509 |
|