Carson Wealth (CWM LLC)’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 | $5K | Hold |
310
| – | – | ﹤0.01% | 4609 |
|
|
2025
Q1 | $5K | Hold |
310
| – | – | ﹤0.01% | 4446 |
|
|
2024
Q4 | $5K | Hold |
310
| – | – | ﹤0.01% | 4203 |
|
|
2024
Q3 | $6K | Hold |
310
| – | – | ﹤0.01% | 4003 |
|
|
2024
Q2 | $5K | Buy |
+310
| New | +$5K | ﹤0.01% | 3868 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | – | – | 4291 |
|
|
2023
Q3 | $0 | Sell |
2
-797
| -100% | – | ﹤0.01% | 4306 |
|
|
2023
Q2 | $14K | Buy |
+799
| New | +$14K | ﹤0.01% | 2864 |
|