WWM
PDT

WT Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

WT Wealth Management’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,625
Closed -$144K – 115
2020
Q3 		$144K Sell
11,625
-2,245
-16% -$29.6K 0.1% 105
2020
Q2 		$184K Buy
13,870
+1,255
+10% +$16.2K 0.15% 86
2020
Q1 		$153K Sell
12,615
-16,615
-57% -$268K 0.16% 65
2019
Q4 		$528K Buy
29,230
+4,490
+18% +$78.5K 0.4% 47
2019
Q3 		$448K Buy
+24,740
New +$429K 0.39% 50

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BI
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Invesco
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Morgan Stanley
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LPL Financial
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MAM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return