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Sanchez Wealth Management Group → HTD
Sanchez Wealth Management Group HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
10
Latest value
$1M
Q3 2026
Peak value
$46.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $39.4M |
| Q3 2025 | $11M |
| Q4 2025 | $39.8M |
| Q4 2025 | $11.8M |
| Q1 2026 | $39.4M |
| Q1 2026 | $12.1M |
| Q2 2026 | $46.3M |
| Q2 2026 | $13.9M |
| Q3 2026 | $2.9M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 14.4K | — | — |
| Q3 2026 | $2.9M | 32.7K | — | — |
| Q2 2026 | $13.9M | 185.7K | — | — |
| Q2 2026 | $46.3M | 519.4K | — | — |
| Q1 2026 | $12.1M | 180.8K | — | — |
| Q1 2026 | $39.4M | 503.9K | — | — |
| Q4 2025 | $11.8M | 180.9K | — | — |
| Q4 2025 | $39.8M | 498.4K | — | — |
| Q3 2025 | $11M | 169.4K | — | — |
| Q3 2025 | $39.4M | 502.4K | — | — |
Other funds holding HTD
$285.1M
$225.8M