Number of Shares
333,318.00
Current Holdings Value*
$5.54 Mil
% of Portfolio
4.91%
Total Estimate Gain
$-79,210.93
% of Total Estimate Gain
-1.16%

Axim Planning & Wealth's John Hancock Preferred Income Fund II Holding Summary

As of 2025-03-31, Axim Planning & Wealth held 333,318.00 shares of John Hancock Preferred Income Fund II(HPF), totaling $5.54 Mil. This investment constitutes 4.91% of their stock portfolio, and Axim Planning & Wealth now holds 1.55% of the outstanding John Hancock Preferred Income Fund II(HPF) stock.

The initial trade took place in 2023Q4. And since then Axim Planning & Wealth has made 4 purchases of HPF, at an average price of $16.27, for a total of 420,003.00 shares. In addition, there have been 2 sales at an average price of $16.89 for 86,685.00 shares. Based on historical transaction data and HPF's current price of $15.87, Axim Planning & Wealth's estimated gain on his HPF holdings is $-79,210.93, reflecting a -1.16% gain to date.

Axim Planning & Wealth HPF ($15.87) Holding Chart

Axim Planning & Wealth HPF ($15.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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