SWM
HPI
Sugarloaf Wealth Management’s John Hancock Preferred Income Fund HPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.4K | Hold |
385
| – | – | ﹤0.01% | 552 |
|
|
2024
Q3 | $7.29K | Hold |
385
| – | – | ﹤0.01% | 531 |
|
|
2024
Q2 | $6.43K | Hold |
385
| – | – | ﹤0.01% | 514 |
|
|
2024
Q1 | $6.4K | Hold |
385
| – | – | ﹤0.01% | 519 |
|
|
2023
Q4 | $6.07K | Hold |
385
| – | – | ﹤0.01% | 530 |
|
|
2023
Q3 | $5.6K | Hold |
385
| – | – | ﹤0.01% | 528 |
|
|
2023
Q2 | $5.86K | Sell |
385
-1,741
| -82% | -$26.5K | ﹤0.01% | 534 |
|
|
2023
Q1 | $34K | Sell |
2,126
-744
| -26% | -$11.9K | 0.01% | 335 |
|
|
2022
Q4 | $46.1K | Sell |
2,870
-326
| -10% | -$5.23K | 0.01% | 298 |
|
|
2022
Q3 | $52K | Buy |
3,196
+35
| +1% | +$569 | 0.01% | 276 |
|
|
2022
Q2 | $55K | Buy |
3,161
+33
| +1% | +$574 | 0.01% | 266 |
|
|
2022
Q1 | $61K | Buy |
3,128
+20
| +0.6% | +$390 | 0.01% | 249 |
|
|
2021
Q4 | $64K | Sell |
3,108
-347
| -10% | -$7.15K | 0.02% | 254 |
|
|
2021
Q3 | $74K | Buy |
3,455
+36
| +1% | +$771 | 0.02% | 221 |
|
|
2021
Q2 | $74K | Buy |
3,419
+56
| +2% | +$1.21K | 0.02% | 221 |
|
|
2021
Q1 | $70 | Buy |
3,363
+38
| +1% | +$1 | 0.02% | 229 |
|
|
2020
Q4 | $65K | Buy |
3,325
+76
| +2% | +$1.49K | 0.02% | 223 |
|
|
2020
Q3 | $61K | Buy |
3,249
+55
| +2% | +$1.03K | 0.02% | 209 |
|
|
2020
Q2 | $62K | Buy |
3,194
+61
| +2% | +$1.18K | 0.02% | 204 |
|
|
2020
Q1 | $50K | Buy |
3,133
+32
| +1% | +$511 | 0.02% | 223 |
|
|
2019
Q4 | $71K | Buy |
+3,101
| New | +$71K | 0.03% | 217 |
|