AE Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
47,137
+353
| +0.8% | +$5.47K | 0.01% | 804 |
|
|
2025
Q1 | $760K | Sell |
46,784
-355
| -0.8% | -$5.77K | 0.01% | 789 |
|
|
2024
Q4 | $757K | Buy |
47,139
+1,867
| +4% | +$30K | 0.01% | 774 |
|
|
2024
Q3 | $843K | Sell |
45,272
-1,661
| -4% | -$30.9K | 0.01% | 741 |
|
|
2024
Q2 | $819K | Buy |
46,933
+217
| +0.5% | +$3.79K | 0.01% | 752 |
|
|
2024
Q1 | $788K | Buy |
46,716
+1,443
| +3% | +$24.3K | 0.01% | 707 |
|
|
2023
Q4 | $768K | Buy |
45,273
+12,260
| +37% | +$208K | ﹤0.01% | 1251 |
|
|
2023
Q3 | $513K | Buy |
33,013
+3,571
| +12% | +$55.5K | ﹤0.01% | 1365 |
|
|
2023
Q2 | $502K | Buy |
29,442
+3,701
| +14% | +$63.1K | ﹤0.01% | 1395 |
|
|
2023
Q1 | $454K | Buy |
25,741
+5,987
| +30% | +$106K | ﹤0.01% | 1389 |
|
|
2022
Q4 | $356K | Buy |
19,754
+1,009
| +5% | +$18.2K | ﹤0.01% | 1434 |
|
|
2022
Q3 | $324K | Buy |
18,745
+2,496
| +15% | +$43.1K | ﹤0.01% | 1440 |
|
|
2022
Q2 | $304K | Sell |
16,249
-19,013
| -54% | -$356K | ﹤0.01% | 1429 |
|
|
2022
Q1 | $732K | Buy |
35,262
+1,418
| +4% | +$29.4K | 0.01% | 1045 |
|
|
2021
Q4 | $804K | Buy |
33,844
+16,417
| +94% | +$390K | 0.01% | 1034 |
|
|
2021
Q3 | $446K | Sell |
17,427
-776
| -4% | -$19.9K | ﹤0.01% | 1210 |
|
|
2021
Q2 | $468K | Sell |
18,203
-466
| -2% | -$12K | ﹤0.01% | 1159 |
|
|
2021
Q1 | $456K | Sell |
18,669
-5,114
| -22% | -$125K | ﹤0.01% | 1064 |
|
|
2020
Q4 | $567K | Buy |
23,783
+655
| +3% | +$15.6K | 0.01% | 913 |
|
|
2020
Q3 | $477K | Sell |
23,128
-34,799
| -60% | -$718K | 0.01% | 890 |
|
|
2020
Q2 | $1.24M | Buy |
57,927
+2,491
| +4% | +$53.2K | 0.02% | 547 |
|
|
2020
Q1 | $987K | Sell |
55,436
-34,180
| -38% | -$609K | 0.02% | 489 |
|
|
2019
Q4 | $1.87M | Buy |
89,616
+26,454
| +42% | +$552K | 0.04% | 360 |
|
|
2019
Q3 | $1.16M | Buy |
63,162
+11,382
| +22% | +$209K | 0.03% | 411 |
|
|
2019
Q2 | $1.04M | Buy |
+51,780
| New | +$1.04M | 0.03% | 403 |
|