B. Riley Wealth Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
+15,869
| New | +$168K | 0.01% | 884 |
|
|
2024
Q3 | – | Sell |
-48,914
| Closed | -$508K | – | 1341 |
|
|
2024
Q2 | $508K | Buy |
48,914
+4,078
| +9% | +$42.4K | 0.01% | 809 |
|
|
2024
Q1 | $429K | Sell |
44,836
-2,573
| -5% | -$24.6K | 0.01% | 872 |
|
|
2023
Q4 | $476K | Buy |
47,409
+2,573
| +6% | +$25.9K | 0.01% | 840 |
|
|
2023
Q3 | $429K | Buy |
44,836
+1,996
| +5% | +$19.1K | 0.01% | 872 |
|
|
2023
Q2 | $462K | Buy |
42,840
+3,121
| +8% | +$33.6K | 0.01% | 890 |
|
|
2023
Q1 | $462K | Buy |
39,719
+6,867
| +21% | +$79.9K | 0.01% | 839 |
|
|
2022
Q4 | $378K | Buy |
32,852
+5,707
| +21% | +$65.6K | 0.01% | 918 |
|
|
2022
Q3 | $320K | Buy |
27,145
+5,725
| +27% | +$67.5K | 0.01% | 966 |
|
|
2022
Q2 | $253K | Buy |
21,420
+3,801
| +22% | +$44.9K | 0.01% | 952 |
|
|
2022
Q1 | $230K | Buy |
17,619
+1
| +0% | +$13 | 0.01% | 1146 |
|
|
2021
Q4 | $230K | Buy |
17,618
+157
| +0.9% | +$2.05K | 0.01% | 1207 |
|
|
2021
Q3 | $220K | Buy |
17,461
+2,075
| +13% | +$26.1K | 0.01% | 1195 |
|
|
2021
Q2 | $205K | Hold |
15,386
| – | – | 0.01% | 1208 |
|
|
2021
Q1 | $186K | Buy |
15,386
+4,138
| +37% | +$50K | 0.01% | 1212 |
|
|
2020
Q4 | $129K | Buy |
+11,248
| New | +$129K | 0.01% | 964 |
|