WLPWM
PDT
Walled Lake Planning & Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Buy |
+13,261
| New | +$175K | 0.06% | 137 |
|
|
2024
Q4 | – | Sell |
-13,261
| Closed | -$175K | – | 135 |
|
|
2024
Q3 | $175K | Hold |
13,261
| – | – | 0.07% | 128 |
|
|
2024
Q2 | $156K | Hold |
13,261
| – | – | 0.06% | 120 |
|
|
2024
Q1 | $154K | Buy |
+13,261
| New | +$154K | 0.06% | 115 |
|