Sigma Planning Corp’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10,217
| Closed | -$118K | – | 1320 |
|
2022
Q4 | $118K | Hold |
10,217
| – | – | ﹤0.01% | 1181 |
|
2022
Q3 | $120K | Hold |
10,217
| – | – | ﹤0.01% | 1168 |
|
2022
Q2 | $120K | Buy |
+10,217
| New | +$120K | ﹤0.01% | 1198 |
|
2017
Q4 | – | Sell |
-13,155
| Closed | -$232K | – | 861 |
|
2017
Q3 | $232K | Buy |
+13,155
| New | +$232K | 0.02% | 702 |
|