Shaker Financial Services’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
Q2 | $548K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $308K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $442K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.98M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $461K | Buy |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $227K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $202K | Sell |
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|
2018
Q3 | $705K | Sell |
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|
2018
Q2 | $1.24M | Sell |
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|
2018
Q1 | $1.22M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $340K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $343K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $851K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $261K | Sell |
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|
2014
Q2 | $947K | Buy |
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|
2014
Q1 | $489K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.95M | Buy |
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|
2013
Q2 | $1.63M | Buy |
|