Strategic Wealth Partners’s John Hancock Preferred Income Fund HPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Buy |
+825
| New | +$13.2K | ﹤0.01% | 739 |
|
|
2019
Q4 | – | Sell |
-945
| Closed | -$22 | – | 288 |
|
|
2019
Q3 | $22 | Hold |
945
| – | – | ﹤0.01% | 376 |
|
|
2019
Q2 | $21K | Sell |
945
-2,925
| -76% | -$65K | 0.01% | 327 |
|
|
2019
Q1 | $88K | Sell |
3,870
-482
| -11% | -$11K | 0.04% | 191 |
|
|
2018
Q4 | $89K | Sell |
4,352
-111
| -2% | -$2.27K | 0.04% | 185 |
|
|
2018
Q3 | $98K | Sell |
4,463
-1,621
| -27% | -$35.6K | 0.05% | 181 |
|
|
2018
Q2 | $132K | Sell |
6,084
-4,947
| -45% | -$107K | 0.08% | 169 |
|
|
2018
Q1 | $226K | Sell |
11,031
-1,587
| -13% | -$32.5K | 0.12% | 142 |
|
|
2017
Q4 | $276K | Buy |
+12,618
| New | +$276K | 0.15% | 132 |
|