EWA
PDT

EP Wealth Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

EP Wealth Advisors’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,419
Closed -$149K – 1460
2025
Q1 		$149K Sell
11,419
-200
-2% -$2.62K ﹤0.01% 1189
2024
Q4 		$148K Sell
11,619
-5,704
-33% -$72.7K ﹤0.01% 1147
2024
Q3 		$229K Buy
+17,323
New +$229K ﹤0.01% 979