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Connecticut Wealth Management, LLC → PDT
Connecticut Wealth Management, LLC PDT Position History
John Hancock Premium Dividend Fund • Financial Services
Quarters held
5
Latest value
$864K
Q3 2026
Peak value
$864K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $250K |
| Q4 2025 | $238K |
| Q1 2026 | $246K |
| Q2 2026 | $243K |
| Q3 2026 | $864K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $864K | 73.7K | — | — |
| Q2 2026 | $243K | 18.7K | — | — |
| Q1 2026 | $246K | 18.7K | — | — |
| Q4 2025 | $238K | 18.7K | — | — |
| Q3 2025 | $250K | 18.7K | — | — |