Spire Wealth Management’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 | $770K | Buy |
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|
2025
Q2 | $594K | Buy |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $385K | Buy |
|
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|
2024
Q3 | $119K | Buy |
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|
2024
Q2 | $103K | Sell |
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|
2024
Q1 | $119K | Buy |
|
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|
2023
Q4 | $80.6K | Sell |
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|
2023
Q3 | $126K | Sell |
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|
2023
Q2 | $259K | Buy |
|
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|
2023
Q1 | $209K | Buy |
|
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|
2022
Q4 | $36K | Buy |
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|
2022
Q3 | $33K | Sell |
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|
2022
Q2 | $123K | Buy |
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|
2022
Q1 | $39K | Sell |
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|
2021
Q4 | $44K | Buy |
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|
2021
Q3 | $34K | Buy |
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|
2021
Q2 | $37K | Sell |
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|
2021
Q1 | $51K | Buy |
|