Matrix Private Capital Group’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
$735K Sell
47,446
-7,454
-14% -$115K 0.43% 40
2025
Q1
$924K Sell
54,900
-2,300
-4% -$38.7K 0.55% 35
2024
Q4
$954K Hold
57,200
0.54% 35
2024
Q3
$1.07M Sell
57,200
-100
-0.2% -$1.86K 0.61% 32
2024
Q2
$1M Buy
57,300
+100
+0.2% +$1.75K 0.63% 32
2024
Q1
$964K Hold
57,200
0.65% 33
2023
Q4
$971K Sell
57,200
-13,600
-19% -$231K 0.73% 29
2023
Q3
$1.1M Sell
70,800
-43,356
-38% -$674K 0.82% 27
2023
Q2
$1.95M Sell
114,156
-42,357
-27% -$722K 1.42% 16
2023
Q1
$2.76M Sell
156,513
-1,387
-0.9% -$24.5K 1.91% 13
2022
Q4
$2.84M Sell
157,900
-5,165
-3% -$93K 1.85% 14
2022
Q3
$2.82M Buy
163,065
+12,159
+8% +$210K 1.91% 14
2022
Q2
$2.82M Buy
150,906
+9,016
+6% +$168K 1.61% 14
2022
Q1
$2.95M Buy
141,890
+18,210
+15% +$378K 1.44% 17
2021
Q4
$2.94M Buy
123,680
+16,590
+15% +$394K 1.39% 14
2021
Q3
$2.74M Buy
107,090
+30,975
+41% +$792K 1.44% 13
2021
Q2
$1.96M Buy
76,115
+37,220
+96% +$957K 1.07% 19
2021
Q1
$949K Buy
+38,895
New +$949K 0.57% 41