Plante Moran Financial Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.32K | Hold |
100
| – | – | ﹤0.01% | 687 |
|
2025
Q1 | $1.31K | Hold |
100
| – | – | ﹤0.01% | 710 |
|
2024
Q4 | $1.27K | Buy |
+100
| New | +$1.27K | ﹤0.01% | 806 |
|
2018
Q2 | – | Sell |
-4,897
| Closed | -$74K | – | 928 |
|
2018
Q1 | $74K | Hold |
4,897
| – | – | 0.04% | 276 |
|
2017
Q4 | $84K | Sell |
4,897
-106
| -2% | -$1.82K | 0.05% | 254 |
|
2017
Q3 | $84K | Buy |
5,003
+4,897
| +4,620% | +$82.2K | 0.05% | 230 |
|
2017
Q2 | $2K | Sell |
106
-470
| -82% | -$8.87K | ﹤0.01% | 753 |
|
2017
Q1 | $9K | Sell |
576
-106
| -16% | -$1.66K | 0.01% | 591 |
|
2016
Q4 | $11K | Hold |
682
| – | – | 0.01% | 575 |
|
2016
Q3 | $11K | Buy |
+682
| New | +$11K | 0.01% | 586 |
|