Cyndeo Wealth Partners’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 | $593K | Hold |
38,308
| – | – | 0.04% | 286 |
|
|
2025
Q1 | $622K | Hold |
38,308
| – | – | 0.04% | 270 |
|
|
2024
Q4 | $615K | Sell |
38,308
-25,586
| -40% | -$411K | 0.04% | 267 |
|
|
2024
Q3 | $1.19M | Hold |
63,894
| – | – | 0.08% | 199 |
|
|
2024
Q2 | $1.12M | Hold |
63,894
| – | – | 0.09% | 199 |
|
|
2024
Q1 | $1.08M | Hold |
63,894
| – | – | 0.09% | 188 |
|
|
2023
Q4 | $1.06M | Hold |
63,894
| – | – | 0.1% | 181 |
|
|
2023
Q3 | $994K | Sell |
63,894
-71
| -0.1% | -$1.1K | 0.1% | 171 |
|
|
2023
Q2 | $1.09M | Sell |
63,965
-28
| -0% | -$477 | 0.11% | 162 |
|
|
2023
Q1 | $1.13M | Hold |
63,993
| – | – | 0.12% | 164 |
|
|
2022
Q4 | $1.15M | Buy |
+63,993
| New | +$1.15M | 0.14% | 158 |
|