Powell Investment Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Hold |
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|
2025
Q2 | $236K | Hold |
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|
2025
Q1 | $242K | Hold |
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|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $235K | Hold |
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|
2024
Q2 | $204K | Hold |
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|
2024
Q1 | $199K | Sell |
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|
2023
Q4 | $192K | Buy |
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|
2023
Q3 | $179K | Sell |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $249K | Sell |
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|
2020
Q3 | $239K | Buy |
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|
2020
Q2 | $241K | Buy |
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|
2020
Q1 | $220K | Buy |
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|
2019
Q4 | $343K | Buy |
|