Blue Bell Private Wealth Management’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 | $579K | Buy |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $425K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | $51K | Buy |
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|
2024
Q1 | $42.1K | Sell |
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|
2023
Q4 | $41.2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $22K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $19K | Sell |
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|
2016
Q3 | $26K | Sell |
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|
2016
Q2 | $317K | Sell |
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|
2016
Q1 | $596K | Sell |
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|
2015
Q4 | $626K | Buy |
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|
2015
Q3 | $89K | Buy |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $6K | Buy |
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|
2014
Q4 | $3K | Hold |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $4K | Sell |
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|
2014
Q1 | $42K | Sell |
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|
2013
Q4 | $99K | Buy |
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