B. Riley Wealth Advisors’s abrdn World Healthcare Fund THW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
+11,019
| New | +$113K | 0.01% | 913 |
|
|
2024
Q4 | $155K | Sell |
13,931
-284
| -2% | -$3.16K | 0.01% | 1062 |
|
|
2024
Q3 | $188K | Buy |
14,215
+265
| +2% | +$3.5K | 0.01% | 1152 |
|
|
2024
Q2 | $183K | Sell |
13,950
-1,887
| -12% | -$24.8K | ﹤0.01% | 1254 |
|
|
2024
Q1 | $186K | Buy |
15,837
+2,984
| +23% | +$35K | 0.01% | 1289 |
|
|
2023
Q4 | $151K | Sell |
12,853
-2,984
| -19% | -$35.2K | ﹤0.01% | 1294 |
|
|
2023
Q3 | $186K | Sell |
15,837
-2,563
| -14% | -$30K | 0.01% | 1289 |
|
|
2023
Q2 | $258K | Buy |
18,400
+3,488
| +23% | +$48.9K | 0.01% | 1206 |
|
|
2023
Q1 | $205K | Buy |
14,912
+173
| +1% | +$2.38K | 0.01% | 1287 |
|
|
2022
Q4 | $216K | Buy |
14,739
+568
| +4% | +$8.32K | 0.01% | 1213 |
|
|
2022
Q3 | $183K | Buy |
+14,171
| New | +$183K | 0.01% | 1246 |
|
|
2022
Q2 | – | Sell |
-27,406
| Closed | -$418K | – | 1384 |
|
|
2022
Q1 | $418K | Buy |
27,406
+4,516
| +20% | +$68.9K | 0.01% | 844 |
|
|
2021
Q4 | $373K | Buy |
+22,890
| New | +$373K | 0.01% | 960 |
|