Tyler-Stone Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,516
| Closed | -$30.6K | – | 559 |
|
|
2024
Q2 | $30.6K | Hold |
1,516
| – | – | 0.01% | 442 |
|
|
2024
Q1 | $29.8K | Hold |
1,516
| – | – | 0.01% | 440 |
|
|
2023
Q4 | $28.8K | Hold |
1,516
| – | – | 0.01% | 444 |
|
|
2023
Q3 | $27K | Hold |
1,516
| – | – | 0.02% | 433 |
|
|
2023
Q2 | $31K | Buy |
+1,516
| New | +$31K | 0.02% | 409 |
|
|
2022
Q4 | $35K | Hold |
1,516
| – | – | 0.02% | 365 |
|
|
2022
Q3 | $32K | Hold |
1,516
| – | – | 0.02% | 358 |
|
|
2022
Q2 | $35K | Hold |
1,516
| – | – | 0.02% | 366 |
|
|
2022
Q1 | $39K | Hold |
1,516
| – | – | 0.02% | 372 |
|
|
2021
Q4 | $40K | Buy |
+1,516
| New | +$40K | 0.02% | 384 |
|