EWM
HAACU

Endurance Wealth Management’s Health Assurance Acquisition Corp. SAIL Securities HAACU Stock Holding History

Endurance Wealth Management’s Portfolio HAACU Stock Details HAACU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,000
Closed -$20K – 674
2022
Q3 		$20K Hold
2,000
– – ﹤0.01% 409
2022
Q2 		$20K Hold
2,000
– – ﹤0.01% 415
2022
Q1 		$20K Hold
2,000
– – ﹤0.01% 449
2021
Q4 		$20K Hold
2,000
– – ﹤0.01% 445
2021
Q3 		$23K Hold
2,000
– – ﹤0.01% 436
2021
Q2 		$19K Hold
2,000
– – ﹤0.01% 460
2021
Q1 		$20K Hold
2,000
– – ﹤0.01% 453
2020
Q4 		$22K Buy
+2,000
New +$21.7K ﹤0.01% 413

Other funds holding HAACU

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Endurance Wealth Management's HAACU Position: Q4 2022 in Review

Endurance Wealth Management sold out of Health Assurance Acquisition Corp. SAIL Securities (HAACU) in Q4 2022, closing a stake of 2,000 shares — an estimated $20K sold.

Endurance Wealth Management first reported a position in HAACU in Q4 2020 and held it in 8 quarters. The position peaked at $23K in Q3 2021. 1 fund tracked by Wall St. Rank holds HAACU as of Q4 2022.

  • Endurance Wealth Management reported no remaining Health Assurance Acquisition Corp. SAIL Securities position as of Q4 2022 after selling out during the quarter.
  • Endurance Wealth Management sold 2,000 Health Assurance Acquisition Corp. SAIL Securities shares in Q4 2022, an estimated $20K.
  • Endurance Wealth Management first reported a position in Health Assurance Acquisition Corp. SAIL Securities in Q4 2020 and held it in 8 quarters.
  • Endurance Wealth Management's Health Assurance Acquisition Corp. SAIL Securities position peaked at $23K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Health Assurance Acquisition Corp. SAIL Securities as of Q4 2022.

Based on Endurance Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.