J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $188K | Sell |
12,058
-3,707
| -24% | -$57.6K | ﹤0.01% | 1638 |
|
|
2023
Q2 | $269K | Sell |
15,765
-101
| -0.6% | -$1.72K | ﹤0.01% | 1282 |
|
|
2023
Q1 | $280K | Buy |
15,866
+379
| +2% | +$6.69K | ﹤0.01% | 1705 |
|
|
2022
Q4 | $279K | Sell |
15,487
-4,197
| -21% | -$75.5K | ﹤0.01% | 1680 |
|
|
2022
Q3 | $340K | Sell |
19,684
-242
| -1% | -$4.18K | ﹤0.01% | 1606 |
|
|
2022
Q2 | $372K | Sell |
19,926
-2,849
| -13% | -$53.2K | ﹤0.01% | 1561 |
|
|
2022
Q1 | $473K | Buy |
22,775
+1,051
| +5% | +$21.8K | ﹤0.01% | 1562 |
|
|
2021
Q4 | $516K | Buy |
21,724
+5,859
| +37% | +$139K | ﹤0.01% | 1543 |
|
|
2021
Q3 | $406K | Buy |
15,865
+3,278
| +26% | +$83.9K | ﹤0.01% | 1584 |
|
|
2021
Q2 | $324K | Buy |
+12,587
| New | +$324K | ﹤0.01% | 1646 |
|
|
2021
Q1 | – | Sell |
-11,649
| Closed | -$278K | – | 1772 |
|
|
2020
Q4 | $278K | Buy |
11,649
+768
| +7% | +$18.3K | ﹤0.01% | 1532 |
|
|
2020
Q3 | $224K | Sell |
10,881
-3,028
| -22% | -$62.3K | ﹤0.01% | 1483 |
|
|
2020
Q2 | $297K | Buy |
13,909
+30
| +0.2% | +$641 | ﹤0.01% | 1305 |
|
|
2020
Q1 | $247K | Sell |
13,879
-433
| -3% | -$7.71K | ﹤0.01% | 1205 |
|
|
2019
Q4 | $299K | Sell |
14,312
-6,350
| -31% | -$133K | ﹤0.01% | 1244 |
|
|
2019
Q3 | $379K | Sell |
20,662
-9,310
| -31% | -$171K | ﹤0.01% | 1100 |
|
|
2019
Q2 | $602K | Buy |
29,972
+740
| +3% | +$14.9K | ﹤0.01% | 916 |
|
|
2019
Q1 | $600K | Buy |
29,232
+787
| +3% | +$16.2K | ﹤0.01% | 962 |
|
|
2018
Q4 | $511K | Sell |
28,445
-5,589
| -16% | -$100K | ﹤0.01% | 958 |
|
|
2018
Q3 | $788K | Buy |
34,034
+14,007
| +70% | +$324K | ﹤0.01% | 908 |
|
|
2018
Q2 | $430K | Buy |
20,027
+7
| +0% | +$150 | ﹤0.01% | 1065 |
|
|
2018
Q1 | $431K | Buy |
20,020
+10,151
| +103% | +$219K | ﹤0.01% | 917 |
|
|
2017
Q4 | $223K | Sell |
9,869
-392
| -4% | -$8.86K | ﹤0.01% | 1152 |
|
|
2017
Q3 | $259K | Sell |
10,261
-3,411
| -25% | -$86.1K | ﹤0.01% | 1068 |
|
|
2017
Q2 | $343K | Buy |
13,672
+252
| +2% | +$6.32K | ﹤0.01% | 964 |
|
|
2017
Q1 | $323K | Buy |
13,420
+217
| +2% | +$5.22K | ﹤0.01% | 1038 |
|
|
2016
Q4 | $279K | Buy |
13,203
+1,034
| +8% | +$21.9K | ﹤0.01% | 1028 |
|
|
2016
Q3 | $290K | Buy |
12,169
+181
| +2% | +$4.31K | ﹤0.01% | 999 |
|
|
2016
Q2 | $281K | Buy |
11,988
+80
| +0.7% | +$1.88K | ﹤0.01% | 1011 |
|
|
2016
Q1 | $286K | Buy |
11,908
+2,839
| +31% | +$68.2K | ﹤0.01% | 968 |
|
|
2015
Q4 | $269K | Buy |
9,069
+1,667
| +23% | +$49.4K | ﹤0.01% | 912 |
|
|
2015
Q3 | $204K | Buy |
7,402
+604
| +9% | +$16.6K | ﹤0.01% | 932 |
|
|
2015
Q2 | $236K | Buy |
+6,798
| New | +$236K | ﹤0.01% | 928 |
|