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
2025
Q2
$168K Buy
2024
Q3
Sell
2024
Q2
$508K Buy
2024
Q1
$429K Sell
2023
Q4
$476K Buy
2023
Q3
$429K Buy
2023
Q2
$462K Buy
2023
Q1
$462K Buy
2022
Q4
$378K Buy
2022
Q3
$320K Buy
2022
Q2
$253K Buy
2022
Q1
$230K Buy
2021
Q4
$230K Buy
2021
Q3
$220K Buy
2021
Q2
$205K Hold
2021
Q1
$186K Buy
2020
Q4
$129K Buy