Creative Planning’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
Q1 | – | Sell |
-1,150
| Closed | -$18.5K | – | 3551 |
|
|
2024
Q4 | $18.5K | Buy |
+1,150
| New | +$18.5K | ﹤0.01% | 3331 |
|
|
2018
Q1 | – | Sell |
-23,511
| Closed | -$530K | – | 1927 |
|
|
2017
Q4 | $530K | Sell |
23,511
-195
| -0.8% | -$4.4K | ﹤0.01% | 1034 |
|
|
2017
Q3 | $598K | Buy |
23,706
+9
| +0% | +$227 | ﹤0.01% | 955 |
|
|
2017
Q2 | $595K | Buy |
23,697
+14,044
| +145% | +$353K | ﹤0.01% | 928 |
|
|
2017
Q1 | $232K | Sell |
9,653
-188
| -2% | -$4.52K | ﹤0.01% | 1391 |
|
|
2016
Q4 | $208K | Buy |
9,841
+707
| +8% | +$14.9K | ﹤0.01% | 1386 |
|
|
2016
Q3 | $217K | Buy |
9,134
+1,202
| +15% | +$28.6K | ﹤0.01% | 1355 |
|
|
2016
Q2 | $186K | Buy |
7,932
+499
| +7% | +$11.7K | ﹤0.01% | 1285 |
|
|
2016
Q1 | $178K | Buy |
7,433
+1,765
| +31% | +$42.3K | ﹤0.01% | 1268 |
|
|
2015
Q4 | $168K | Sell |
5,668
-194
| -3% | -$5.75K | ﹤0.01% | 1300 |
|
|
2015
Q3 | $162K | Buy |
+5,862
| New | +$162K | ﹤0.01% | 1304 |
|
|
2015
Q2 | – | Sell |
-6,302
| Closed | -$215K | – | 1832 |
|
|
2015
Q1 | $215K | Buy |
6,302
+323
| +5% | +$11K | ﹤0.01% | 1152 |
|
|
2014
Q4 | $184K | Buy |
5,979
+498
| +9% | +$15.3K | ﹤0.01% | 1185 |
|
|
2014
Q3 | $152K | Buy |
5,481
+638
| +13% | +$17.7K | ﹤0.01% | 1213 |
|
|
2014
Q2 | $125K | Buy |
4,843
+278
| +6% | +$7.18K | ﹤0.01% | 1284 |
|
|
2014
Q1 | $122K | Buy |
4,565
+135
| +3% | +$3.61K | ﹤0.01% | 1268 |
|
|
2013
Q4 | $117K | Buy |
4,430
+591
| +15% | +$15.6K | ﹤0.01% | 1116 |
|
|
2013
Q3 | $90K | Buy |
3,839
+255
| +7% | +$5.98K | ﹤0.01% | 1179 |
|
|
2013
Q2 | $81K | Buy |
+3,584
| New | +$81K | ﹤0.01% | 1102 |
|