Allworth Financial’s abrdn Healthcare Investors HQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $198K | Buy |
11,151
+1,381
| +14% | +$26.1K | ﹤0.01% | 1405 |
|
|
2025
Q4 | $185K | Buy |
9,770
+341
| +4% | +$6.44K | ﹤0.01% | 1379 |
|
|
2025
Q3 | $174K | Buy |
9,429
+250
| +3% | +$4.08K | ﹤0.01% | 1370 |
|
|
2025
Q2 | $142K | Buy |
9,179
+9,162
| +53,894% | +$142K | ﹤0.01% | 1344 |
|
|
2025
Q1 | $279 | Sell |
17
-1,076
| -98% | -$18.5K | ﹤0.01% | 3810 |
|
|
2024
Q4 | $19K | Buy |
1,093
+656
| +150% | +$11.6K | ﹤0.01% | 2140 |
|
|
2024
Q3 | $8.14K | Hold |
437
| – | – | ﹤0.01% | 2349 |
|
|
2024
Q2 | $8.11K | Sell |
437
-169
| -28% | -$2.82K | ﹤0.01% | 2314 |
|
|
2024
Q1 | $10.2K | Buy |
606
+182
| +43% | +$3.1K | ﹤0.01% | 2101 |
|
|
2023
Q4 | $7.03K | Buy |
424
+250
| +144% | +$3.84K | ﹤0.01% | 2126 |
|
|
2023
Q3 | $2.71K | Hold |
174
| – | – | ﹤0.01% | 2396 |
|
|
2023
Q2 | $2.97K | Hold |
174
| – | – | ﹤0.01% | 2320 |
|
|
2023
Q1 | $3.08K | Sell |
174
-2
| -1% | -$36 | ﹤0.01% | 2225 |
|
|
2022
Q4 | $3.17K | Sell |
176
-22
| -11% | -$408 | ﹤0.01% | 2065 |
|
|
2022
Q3 | $3K | Buy |
198
+194
| +4,850% | +$3.71K | ﹤0.01% | 2035 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2569 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2226 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2022 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1918 |
|
|
2021
Q2 | $0 | Buy |
+4
| New | +$99 | ﹤0.01% | 1608 |
|
|
2020
Q3 | – | Sell |
-151
| Closed | -$3K | – | 1216 |
|
|
2020
Q2 | $3K | Hold |
151
| – | – | ﹤0.01% | 941 |
|
|
2020
Q1 | $3K | Buy |
+151
| New | +$2.98K | ﹤0.01% | 977 |
|
Other funds holding HQH
PCM
AAM
NIM
ZCP
