Foundations Investment Advisors’s abrdn Healthcare Investors HQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,470
| Closed | -$303K | – | 723 |
|
|
2023
Q4 | $303K | Buy |
17,470
+2,928
| +20% | +$50.8K | 0.01% | 547 |
|
|
2023
Q3 | $226K | Sell |
14,542
-9,974
| -41% | -$155K | 0.01% | 581 |
|
|
2023
Q2 | $418K | Hold |
24,516
| – | – | 0.01% | 397 |
|
|
2023
Q1 | $433K | Sell |
24,516
-28
| -0.1% | -$494 | 0.02% | 342 |
|
|
2022
Q4 | $442K | Hold |
24,544
| – | – | 0.02% | 298 |
|
|
2022
Q3 | $424K | Hold |
24,544
| – | – | 0.02% | 276 |
|
|
2022
Q2 | $473K | Buy |
+24,544
| New | +$473K | 0.02% | 239 |
|