Creative Planning’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	$261K	Buy	14,667 +4,549	+45%	+$86K	﹤0.01%	3528
2025 Q4	$192K	Sell	10,118 -10,150	-50%	-$192K	﹤0.01%	3570
2025 Q3	$374K	Buy	+20,268	New	+$331K	﹤0.01%	2972
2025 Q1	–	Sell	-1,150	Closed	-$18.5K	–	3584
2024 Q4	$18.5K	Buy	+1,150	New	+$20.4K	﹤0.01%	3347
2018 Q1	–	Sell	-23,511	Closed	-$530K	–	2069
2017 Q4	$530K	Sell	23,511 -195	-0.8%	-$4.56K	﹤0.01%	1042
2017 Q3	$598K	Buy	23,706 +9	+0%	+$226	﹤0.01%	963
2017 Q2	$595K	Buy	23,697 +14,044	+145%	+$348K	﹤0.01%	934
2017 Q1	$232K	Sell	9,653 -188	-2%	-$4.41K	﹤0.01%	1401
2016 Q4	$208K	Buy	9,841 +707	+8%	+$15.7K	﹤0.01%	1395
2016 Q3	$217K	Buy	9,134 +1,202	+15%	+$30.2K	﹤0.01%	1361
2016 Q2	$186K	Buy	7,932 +499	+7%	+$12.4K	﹤0.01%	1291
2016 Q1	$178K	Buy	7,433 +1,765	+31%	+$42K	﹤0.01%	1272
2015 Q4	$168K	Sell	5,668 -194	-3%	-$5.99K	﹤0.01%	1310
2015 Q3	$162K	Buy	+5,862	New	+$200K	﹤0.01%	1311
2015 Q2	–	Sell	-6,302	Closed	-$215K	–	1914
2015 Q1	$215K	Buy	6,302 +323	+5%	+$10.8K	﹤0.01%	1157
2014 Q4	$184K	Buy	5,979 +498	+9%	+$15K	﹤0.01%	1190
2014 Q3	$152K	Buy	5,481 +638	+13%	+$17.3K	﹤0.01%	1217
2014 Q2	$125K	Buy	4,843 +278	+6%	+$7.24K	﹤0.01%	1291
2014 Q1	$122K	Buy	4,565 +135	+3%	+$3.75K	﹤0.01%	1272
2013 Q4	$117K	Buy	4,430 +591	+15%	+$14.5K	﹤0.01%	1116
2013 Q3	$90K	Buy	3,839 +255	+7%	+$6.02K	﹤0.01%	1179
2013 Q2	$81K	Buy	+3,584	New	+$76.2K	﹤0.01%	1102