B. Riley Wealth Advisors’s abrdn World Healthcare Fund THW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$135K Sell
2025
Q2
$113K Buy
2024
Q4
$155K Sell
2024
Q3
$188K Buy
2024
Q2
$183K Sell
2024
Q1
$186K Buy
2023
Q4
$151K Sell
2023
Q3
$186K Sell
2023
Q2
$258K Buy
2023
Q1
$205K Buy
2022
Q4
$216K Buy
2022
Q3
$183K Buy
2022
Q2
Sell
2022
Q1
$418K Buy
2021
Q4
$373K Buy