Lineweaver Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-10,483
| Closed | -$134K | – | 133 |
|
2022
Q3 | $134K | Buy |
10,483
+103
| +1% | +$1.32K | 0.04% | 123 |
|
2022
Q2 | $149K | Sell |
10,380
-725
| -7% | -$10.4K | 0.05% | 123 |
|
2022
Q1 | $169K | Buy |
11,105
+92
| +0.8% | +$1.4K | 0.05% | 138 |
|
2021
Q4 | $179K | Buy |
11,013
+57
| +0.5% | +$926 | 0.05% | 129 |
|
2021
Q3 | $180K | Buy |
+10,956
| New | +$180K | 0.05% | 134 |
|