Wealth Enhancement Advisory Services’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
42,329
+147
+0.3% +$3.51K ﹤0.01% 1739
2025
Q1
$1.01M Buy
42,182
+1,544
+4% +$36.9K ﹤0.01% 1592
2024
Q4
$895K Buy
40,638
+86
+0.2% +$1.89K ﹤0.01% 1597
2024
Q3
$942K Sell
40,552
-2,625
-6% -$61K ﹤0.01% 1430
2024
Q2
$873K Sell
43,177
-649
-1% -$13.1K ﹤0.01% 1343
2024
Q1
$862K Buy
43,826
+773
+2% +$15.2K ﹤0.01% 1307
2023
Q4
$817K Sell
43,053
-18,536
-30% -$352K ﹤0.01% 1248
2023
Q3
$1.09M Buy
+61,589
New +$1.09M ﹤0.01% 1058