Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-31,050
| Closed | -$167K | – | 1246 |
|
|
2022
Q2 | $167K | Buy |
31,050
+16,245
| +110% | +$87.4K | ﹤0.01% | 1102 |
|
|
2022
Q1 | $100K | Buy |
+14,805
| New | +$100K | ﹤0.01% | 1223 |
|
|
2018
Q4 | – | Sell |
-230
| Closed | -$2K | – | 2631 |
|
|
2018
Q3 | $2K | Buy |
+230
| New | +$2K | ﹤0.01% | 2755 |
|
|
2018
Q2 | – | Sell |
-230
| Closed | -$2K | – | 2717 |
|
|
2018
Q1 | $2K | Hold |
230
| – | – | ﹤0.01% | 2914 |
|
|
2017
Q4 | $2K | Buy |
+230
| New | +$2K | ﹤0.01% | 2645 |
|