MWM
PDT

Melfa Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Melfa Wealth Management’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Buy
20,687
+4,050
+24% +$53.1K 0.16% 134
2025
Q4 		$211K Hold
16,637
– – 0.12% 168
2025
Q3 		$222K Hold
16,637
– – 0.13% 160
2025
Q2 		$219K Hold
16,637
– – 0.14% 156
2025
Q1 		$218K Hold
16,637
– – 0.15% 158
2024
Q4 		$212K Hold
16,637
– – 0.14% 159
2024
Q3 		$220K Buy
16,637
+536
+3% +$6.71K 0.15% 158
2024
Q2 		$190K Buy
16,101
+37
+0.2% +$423 0.13% 161
2024
Q1 		$187K Buy
+16,064
New +$180K 0.14% 159

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GC
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WAM
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1CP
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PFA
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SWP
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