IFP Advisors’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 | – | Sell |
-12,099
| Closed | -$229K | – | 5076 |
|
|
2025
Q4 | $229K | Hold |
12,099
| – | – | 0.01% | 1299 |
|
|
2025
Q3 | $223K | Hold |
12,099
| – | – | 0.01% | 1227 |
|
|
2025
Q2 | $187K | Hold |
12,099
| – | – | 0.01% | 1300 |
|
|
2025
Q1 | $196K | Buy |
12,099
+3,000
| +33% | +$51.6K | 0.01% | 1182 |
|
|
2024
Q4 | $146K | Hold |
9,099
| – | – | ﹤0.01% | 1293 |
|
|
2024
Q3 | $169K | Sell |
9,099
-4,245
| -32% | -$79.1K | 0.01% | 1161 |
|
|
2024
Q2 | $233K | Hold |
13,344
| – | – | 0.01% | 972 |
|
|
2024
Q1 | $225K | Hold |
13,344
| – | – | 0.01% | 943 |
|
|
2023
Q4 | $221K | Hold |
13,344
| – | – | 0.01% | 903 |
|
|
2023
Q3 | $207K | Hold |
13,344
| – | – | 0.01% | 944 |
|
|
2023
Q2 | $228K | Hold |
13,344
| – | – | 0.01% | 959 |
|
|
2023
Q1 | $285K | Sell |
13,344
-200
| -1% | -$3.64K | 0.01% | 799 |
|
|
2022
Q4 | $289K | Buy |
13,544
+200
| +1% | +$3.71K | 0.01% | 1156 |
|
|
2022
Q3 | $285K | Hold |
13,344
| – | – | 0.01% | 1223 |
|
|
2022
Q2 | $285K | Hold |
13,344
| – | – | 0.01% | 1100 |
|
|
2022
Q1 | $285K | Buy |
+13,344
| New | +$283K | 0.01% | 1100 |
|
|
2019
Q1 | – | Sell |
-13,927
| Closed | -$250K | – | 2810 |
|
|
2018
Q4 | $250K | Sell |
13,927
-1,067
| -7% | -$21.8K | 0.02% | 781 |
|
|
2018
Q3 | $347K | Buy |
14,994
+11,312
| +307% | +$256K | 0.01% | 819 |
|
|
2018
Q2 | $79K | Sell |
3,682
-88
| -2% | -$1.87K | ﹤0.01% | 1626 |
|
|
2018
Q1 | $85K | Hold |
3,770
| – | – | ﹤0.01% | 1479 |
|
|
2017
Q4 | $85K | Buy |
3,770
+1,007
| +36% | +$23.6K | ﹤0.01% | 1491 |
|
|
2017
Q3 | $70K | Buy |
2,763
+7
| +0.3% | +$176 | ﹤0.01% | 1783 |
|
|
2017
Q2 | $69K | Hold |
2,756
| – | – | ﹤0.01% | 1756 |
|
|
2017
Q1 | $66K | Buy |
2,756
+203
| +8% | +$4.77K | ﹤0.01% | 1753 |
|
|
2016
Q4 | $54K | Buy |
2,553
+53
| +2% | +$1.18K | ﹤0.01% | 1837 |
|
|
2016
Q3 | $60K | Buy |
2,500
+45
| +2% | +$1.13K | ﹤0.01% | 1695 |
|
|
2016
Q2 | $58K | Buy |
+2,455
| New | +$60.9K | ﹤0.01% | 1675 |
|
|
2016
Q1 | – | Sell |
-2,160
| Closed | -$64K | – | 2829 |
|
|
2015
Q4 | $64K | Buy |
+2,160
| New | +$66.7K | ﹤0.01% | 1454 |
|
Other funds holding HQH
PCM
AAM
NIM
ZCP
