Silverlake 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,208
| Closed | -$106K | – | 320 |
|
|
2025
Q1 | $106K | Hold |
10,208
| – | – | 0.04% | 253 |
|
|
2024
Q4 | $104K | Sell |
10,208
-1,000
| -9% | -$10.2K | 0.04% | 261 |
|
|
2024
Q3 | $123K | Sell |
11,208
-1,065
| -9% | -$11.7K | 0.05% | 266 |
|
|
2024
Q2 | $128K | Hold |
12,273
| – | – | 0.05% | 268 |
|
|
2024
Q1 | $129K | Hold |
12,273
| – | – | 0.07% | 231 |
|
|
2023
Q4 | $123K | Hold |
12,273
| – | – | 0.07% | 216 |
|
|
2023
Q3 | $117K | Hold |
12,273
| – | – | 0.07% | 217 |
|
|
2023
Q2 | $132K | Hold |
12,273
| – | – | 0.07% | 217 |
|
|
2023
Q1 | $143K | Hold |
12,273
| – | – | 0.09% | 203 |
|
|
2022
Q4 | $141K | Sell |
12,273
-1,450
| -11% | -$16.7K | 0.09% | 198 |
|
|
2022
Q3 | $162K | Hold |
13,723
| – | – | 0.11% | 188 |
|
|
2022
Q2 | $162K | Sell |
13,723
-3,890
| -22% | -$45.8K | 0.11% | 193 |
|
|
2022
Q1 | $229K | Sell |
17,613
-400
| -2% | -$5.2K | 0.13% | 186 |
|
|
2021
Q4 | $234K | Buy |
+18,013
| New | +$234K | 0.13% | 191 |
|