Kapstone Financial Advisors’s abrdn World Healthcare Fund THW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Sell
15,370
-1,030
-6% -$10.6K 0.08% 115
2025
Q1
$189K Hold
16,400
0.11% 102
2024
Q4
$196K Buy
16,400
+5,900
+56% +$70.6K 0.1% 104
2024
Q3
$137K Hold
10,500
0.08% 104
2024
Q2
$138K Buy
+10,500
New +$138K 0.09% 104