IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-901
| Closed | -$12K | – | 2775 |
|
|
2018
Q4 | $12K | Sell |
901
-2,253
| -71% | -$30K | ﹤0.01% | 2372 |
|
|
2018
Q3 | $50K | Buy |
3,154
+53
| +2% | +$840 | ﹤0.01% | 1887 |
|
|
2018
Q2 | $52K | Buy |
3,101
+95
| +3% | +$1.59K | ﹤0.01% | 1863 |
|
|
2018
Q1 | $52K | Hold |
3,006
| – | – | ﹤0.01% | 1786 |
|
|
2017
Q4 | $52K | Sell |
3,006
-437
| -13% | -$7.56K | ﹤0.01% | 1782 |
|
|
2017
Q3 | $61K | Buy |
3,443
+42
| +1% | +$744 | ﹤0.01% | 1855 |
|
|
2017
Q2 | $58K | Hold |
3,401
| – | – | ﹤0.01% | 1845 |
|
|
2017
Q1 | $57K | Sell |
3,401
-419
| -11% | -$7.02K | ﹤0.01% | 1831 |
|
|
2016
Q4 | $60K | Hold |
3,820
| – | – | ﹤0.01% | 1756 |
|
|
2016
Q3 | $62K | Buy |
3,820
+500
| +15% | +$8.12K | ﹤0.01% | 1670 |
|
|
2016
Q2 | $50K | Buy |
+3,320
| New | +$50K | ﹤0.01% | 1756 |
|