Principal Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
150,480
+1,239
| +0.8% | +$13.1K | 0.03% | 480 |
|
|
2025
Q1 | $1.52M | Hold |
149,241
| – | – | 0.03% | 431 |
|
|
2024
Q4 | $1.52M | Buy |
149,241
+18,066
| +14% | +$184K | 0.03% | 428 |
|
|
2024
Q3 | $1.44M | Buy |
131,175
+16,791
| +15% | +$184K | 0.03% | 434 |
|
|
2024
Q2 | $1.19M | Sell |
114,384
-691
| -0.6% | -$7.18K | 0.03% | 437 |
|
|
2024
Q1 | $1.21M | Sell |
115,075
-1,320
| -1% | -$13.8K | 0.04% | 406 |
|
|
2023
Q4 | $1.17M | Buy |
+116,395
| New | +$1.17M | 0.04% | 367 |
|