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B. Riley Wealth Advisors, Inc. → HPI
B. Riley Wealth Advisors, Inc. HPI Position History
John Hancock Preferred Income Fund • Financial Services
Quarters held
6
Latest value
$189K
Q3 2026
Peak value
$280K
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $280K |
| Q3 2025 | $223K |
| Q4 2025 | $209K |
| Q1 2026 | $199K |
| Q2 2026 | $211K |
| Q3 2026 | $189K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $189K | 13.5K | — | — |
| Q2 2026 | $211K | 13.0K | — | — |
| Q1 2026 | $199K | 13.0K | — | — |
| Q4 2025 | $209K | 12.9K | — | — |
| Q3 2025 | $223K | 12.8K | — | — |
| Q1 2025 | $280K | 16.9K | — | — |