Bartlett & Co 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 | $31.4K | Hold |
2,024
| – | – | ﹤0.01% | 736 |
|
|
2025
Q1 | $32.9K | Hold |
2,024
| – | – | ﹤0.01% | 733 |
|
|
2024
Q4 | $33.7K | Hold |
2,024
| – | – | ﹤0.01% | 719 |
|
|
2024
Q3 | $37.7K | Hold |
2,024
| – | – | ﹤0.01% | 709 |
|
|
2024
Q2 | $35.3K | Hold |
2,024
| – | – | ﹤0.01% | 722 |
|
|
2024
Q1 | $34.1K | Hold |
2,024
| – | – | ﹤0.01% | 724 |
|
|
2023
Q4 | $34.2K | Hold |
2,024
| – | – | ﹤0.01% | 768 |
|
|
2023
Q3 | $31.5K | Hold |
2,024
| – | – | ﹤0.01% | 732 |
|
|
2023
Q2 | $34.5K | Hold |
2,024
| – | – | ﹤0.01% | 730 |
|
|
2023
Q1 | $35.7K | Sell |
2,024
-175
| -8% | -$3.09K | ﹤0.01% | 613 |
|
|
2022
Q4 | $39.6K | Hold |
2,199
| – | – | ﹤0.01% | 609 |
|
|
2022
Q3 | $38K | Hold |
2,199
| – | – | ﹤0.01% | 608 |
|
|
2022
Q2 | $41.1K | Hold |
2,199
| – | – | ﹤0.01% | 602 |
|
|
2022
Q1 | $45.7K | Buy |
+2,199
| New | +$45.7K | ﹤0.01% | 594 |
|
|
2021
Q4 | – | Sell |
-2,199
| Closed | -$56.2K | – | 606 |
|
|
2021
Q3 | $56.2K | Hold |
2,199
| – | – | ﹤0.01% | 490 |
|
|
2021
Q2 | $56.6K | Hold |
2,199
| – | – | ﹤0.01% | 485 |
|
|
2021
Q1 | $53.7K | Hold |
2,199
| – | – | ﹤0.01% | 525 |
|
|
2020
Q4 | $52.5K | Hold |
2,199
| – | – | ﹤0.01% | 520 |
|
|
2020
Q3 | $45.3K | Hold |
2,199
| – | – | ﹤0.01% | 511 |
|
|
2020
Q2 | $46.9K | Hold |
2,199
| – | – | ﹤0.01% | 512 |
|
|
2020
Q1 | $39.2K | Sell |
2,199
-824
| -27% | -$14.7K | ﹤0.01% | 506 |
|
|
2019
Q4 | $63.1K | Hold |
3,023
| – | – | ﹤0.01% | 486 |
|
|
2019
Q3 | $55.4K | Hold |
3,023
| – | – | ﹤0.01% | 512 |
|
|
2019
Q2 | $60.7K | Sell |
3,023
-3,850
| -56% | -$77.3K | ﹤0.01% | 408 |
|
|
2019
Q1 | $141K | Hold |
6,873
| – | – | 0.01% | 279 |
|
|
2018
Q4 | $123K | Hold |
6,873
| – | – | 0.01% | 290 |
|
|
2018
Q3 | $159K | Hold |
6,873
| – | – | 0.01% | 278 |
|
|
2018
Q2 | $148K | Hold |
6,873
| – | – | 0.01% | 285 |
|
|
2018
Q1 | $148K | Buy |
+6,873
| New | +$148K | 0.01% | 283 |
|