B. Riley Wealth Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $171K | Buy |
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|
2025
Q4 | $171K | Hold |
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|
2025
Q3 | $169K | Hold |
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|
2025
Q2 | $168K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $476K | Buy |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $230K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $205K | Hold |
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|
2021
Q1 | $186K | Buy |
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|
2020
Q4 | $129K | Buy |
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