Kingswood 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
2025
Q2
Sell
-54,915
Closed -$892K 765
2025
Q1
$892K Buy
54,915
+384
+0.7% +$6.24K 0.08% 271
2024
Q4
$875K Buy
54,531
+21,212
+64% +$340K 0.07% 306
2024
Q3
$620K Buy
+33,319
New +$620K 0.04% 400