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Capital Investment Advisory Services, LLC → HTD
Capital Investment Advisory Services, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
9
Latest value
$715
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.9M |
| Q3 2025 | $3K |
| Q4 2025 | $5M |
| Q1 2026 | $4.9M |
| Q1 2026 | $671 |
| Q2 2026 | $5.6M |
| Q2 2026 | $20K |
| Q3 2026 | $5.6M |
| Q3 2026 | $715 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $715 | 10 | — | — |
| Q3 2026 | $5.6M | 62.8K | — | — |
| Q2 2026 | $20K | 265 | — | — |
| Q2 2026 | $5.6M | 63.3K | — | — |
| Q1 2026 | $671 | 10 | — | — |
| Q1 2026 | $4.9M | 63.1K | — | — |
| Q4 2025 | $5M | 63.0K | — | — |
| Q3 2025 | $3K | 47 | — | — |
| Q3 2025 | $4.9M | 62.3K | — | — |
Other funds holding HTD
$285.1M
$225.8M