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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → PDT
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC PDT Position History
John Hancock Premium Dividend Fund • Financial Services
Quarters held
5
Latest value
$155K
Q3 2026
Peak value
$177K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $177K |
| Q4 2025 | $168K |
| Q1 2026 | $174K |
| Q2 2026 | $172K |
| Q3 2026 | $155K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $155K | 13.3K | — | — |
| Q2 2026 | $172K | 13.3K | — | — |
| Q1 2026 | $174K | 13.3K | — | — |
| Q4 2025 | $168K | 13.3K | — | — |
| Q3 2025 | $177K | 13.3K | — | — |