Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-900
| Closed | -$11K | – | 1046 |
|
|
2022
Q2 | $11K | Hold |
900
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q1 | $12K | Hold |
900
| – | – | ﹤0.01% | 1283 |
|
|
2021
Q4 | $12K | Hold |
900
| – | – | ﹤0.01% | 1420 |
|
|
2021
Q3 | $11K | Hold |
900
| – | – | ﹤0.01% | 1436 |
|
|
2021
Q2 | $12K | Hold |
900
| – | – | ﹤0.01% | 1362 |
|
|
2021
Q1 | $11K | Hold |
900
| – | – | ﹤0.01% | 1320 |
|
|
2020
Q4 | $10K | Sell |
900
-600
| -40% | -$6.67K | ﹤0.01% | 1216 |
|
|
2020
Q3 | $16K | Hold |
1,500
| – | – | 0.01% | 878 |
|
|
2020
Q2 | $17K | Hold |
1,500
| – | – | 0.01% | 797 |
|
|
2020
Q1 | $15K | Hold |
1,500
| – | – | 0.01% | 732 |
|
|
2019
Q4 | $22K | Buy |
1,500
+300
| +25% | +$4.4K | 0.01% | 656 |
|
|
2019
Q3 | $17K | Hold |
1,200
| – | – | 0.01% | 687 |
|
|
2019
Q2 | $17K | Buy |
+1,200
| New | +$17K | 0.01% | 693 |
|