WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $366K | Buy |
16,726
+1,700
| +11% | +$37.2K | 0.08% | 252 |
|
|
2017
Q1 | $319K | Sell |
15,026
-96
| -0.6% | -$2.04K | 0.09% | 247 |
|
|
2016
Q4 | $308K | Buy |
15,122
+1,912
| +14% | +$38.9K | 0.08% | 277 |
|
|
2016
Q3 | $297K | Buy |
13,210
+10
| +0.1% | +$225 | 0.07% | 270 |
|
|
2016
Q2 | $301K | Buy |
13,200
+560
| +4% | +$12.8K | 0.08% | 243 |
|
|
2016
Q1 | $281K | Buy |
12,640
+11
| +0.1% | +$245 | 0.08% | 244 |
|
|
2015
Q4 | $253K | Buy |
12,629
+4,311
| +52% | +$86.4K | 0.08% | 247 |
|
|
2015
Q3 | $161K | Sell |
8,318
-1,589
| -16% | -$30.8K | 0.05% | 335 |
|
|
2015
Q2 | $192K | Buy |
9,907
+707
| +8% | +$13.7K | 0.05% | 357 |
|
|
2015
Q1 | $195K | Buy |
9,200
+700
| +8% | +$14.8K | 0.05% | 358 |
|
|
2014
Q4 | $173K | Buy |
8,500
+6,795
| +399% | +$138K | 0.04% | 474 |
|
|
2014
Q3 | $34K | Sell |
1,705
-740
| -30% | -$14.8K | 0.01% | 1052 |
|
|
2014
Q2 | $50K | Buy |
2,445
+20
| +0.8% | +$409 | 0.01% | 913 |
|
|
2014
Q1 | $48K | Buy |
2,425
+21
| +0.9% | +$416 | 0.01% | 924 |
|
|
2013
Q4 | $43K | Buy |
2,404
+21
| +0.9% | +$376 | 0.01% | 1054 |
|
|
2013
Q3 | $46K | Buy |
2,383
+24
| +1% | +$463 | 0.01% | 960 |
|
|
2013
Q2 | $49K | Buy |
+2,359
| New | +$49K | 0.01% | 890 |
|