AWM
PDT
Axxcess Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.42M | Sell |
487,494
-1,079
| -0.2% | -$14.2K | 0.15% | 120 |
|
|
2025
Q1 | $6.39M | Buy |
488,573
+16,005
| +3% | +$209K | 0.17% | 113 |
|
|
2024
Q4 | $6.02M | Buy |
472,568
+24,350
| +5% | +$310K | 0.14% | 122 |
|
|
2024
Q3 | $5.93M | Sell |
448,218
-36,277
| -7% | -$480K | 0.15% | 122 |
|
|
2024
Q2 | $5.71M | Buy |
484,495
+48,169
| +11% | +$567K | 0.15% | 115 |
|
|
2024
Q1 | $5.08M | Buy |
436,326
+57,786
| +15% | +$673K | 0.14% | 126 |
|
|
2023
Q4 | $4.03M | Buy |
378,540
+276,221
| +270% | +$2.94M | 0.12% | 143 |
|
|
2023
Q3 | $984K | Buy |
+102,319
| New | +$984K | 0.03% | 322 |
|