CCWM
PDT

Cassaday & Co Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Cassaday & Co Wealth Management’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,820
Closed -$123K – 276
2023
Q3 		$123K Buy
12,820
+21
+0.2% +$202 0.01% 252
2023
Q2 		$151K Buy
+12,799
New +$151K 0.01% 250
2023
Q1 		– Sell
-12,760
Closed -$165K – 259
2022
Q4 		$165K Buy
+12,760
New +$165K 0.01% 246