Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-714
| Closed | -$7.83K | – | 3727 |
|
|
2024
Q3 | $7.83K | Sell |
714
-157
| -18% | -$1.72K | ﹤0.01% | 2765 |
|
|
2024
Q2 | $9.05K | Buy |
+871
| New | +$9.05K | ﹤0.01% | 2679 |
|
|
2020
Q1 | – | Sell |
-1,641
| Closed | -$24K | – | 2639 |
|
|
2019
Q4 | $24K | Buy |
+1,641
| New | +$24K | ﹤0.01% | 1678 |
|
|
2017
Q2 | – | Sell |
-15,000
| Closed | -$253K | – | 2082 |
|
|
2017
Q1 | $253K | Buy |
+15,000
| New | +$253K | ﹤0.01% | 599 |
|
|
2014
Q1 | – | Sell |
-305
| Closed | -$5K | – | 1352 |
|
|
2013
Q4 | $5K | Buy |
+305
| New | +$5K | ﹤0.01% | 1054 |
|