Optimum Investment 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 | $20.9K | Hold |
1,350
| – | – | 0.01% | 435 |
|
|
2025
Q1 | $21.9K | Hold |
1,350
| – | – | 0.01% | 430 |
|
|
2024
Q4 | $21.7K | Hold |
1,350
| – | – | 0.01% | 423 |
|
|
2024
Q3 | $25.1K | Hold |
1,350
| – | – | 0.01% | 425 |
|
|
2024
Q2 | $23.6K | Buy |
1,350
+1,000
| +286% | +$17.5K | 0.01% | 429 |
|
|
2024
Q1 | $5.9K | Hold |
350
| – | – | ﹤0.01% | 557 |
|
|
2023
Q4 | $5.8K | Hold |
350
| – | – | ﹤0.01% | 551 |
|
|
2023
Q3 | $5.44K | Hold |
350
| – | – | ﹤0.01% | 598 |
|
|
2023
Q2 | $5.97K | Hold |
350
| – | – | ﹤0.01% | 593 |
|
|
2023
Q1 | $6.18K | Hold |
350
| – | – | ﹤0.01% | 601 |
|
|
2022
Q4 | $6.3K | Hold |
350
| – | – | ﹤0.01% | 607 |
|
|
2022
Q3 | $6K | Hold |
350
| – | – | ﹤0.01% | 632 |
|
|
2022
Q2 | $7K | Hold |
350
| – | – | ﹤0.01% | 633 |
|
|
2022
Q1 | $7K | Hold |
350
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $8K | Hold |
350
| – | – | ﹤0.01% | 694 |
|
|
2021
Q3 | $9K | Hold |
350
| – | – | ﹤0.01% | 692 |
|
|
2021
Q2 | $9K | Hold |
350
| – | – | ﹤0.01% | 755 |
|
|
2021
Q1 | $9K | Hold |
350
| – | – | ﹤0.01% | 768 |
|
|
2020
Q4 | $8K | Hold |
350
| – | – | ﹤0.01% | 745 |
|
|
2020
Q3 | $7K | Hold |
350
| – | – | ﹤0.01% | 723 |
|
|
2020
Q2 | $7K | Hold |
350
| – | – | ﹤0.01% | 721 |
|
|
2020
Q1 | $6K | Sell |
350
-1,250
| -78% | -$21.4K | ﹤0.01% | 731 |
|
|
2019
Q4 | $33K | Hold |
1,600
| – | – | 0.01% | 594 |
|
|
2019
Q3 | $29K | Sell |
1,600
-1,350
| -46% | -$24.5K | 0.01% | 618 |
|
|
2019
Q2 | $59K | Hold |
2,950
| – | – | 0.02% | 473 |
|
|
2019
Q1 | $61K | Hold |
2,950
| – | – | 0.02% | 469 |
|
|
2018
Q4 | $53K | Sell |
2,950
-1,000
| -25% | -$18K | 0.02% | 464 |
|
|
2018
Q3 | $91K | Hold |
3,950
| – | – | 0.03% | 414 |
|
|
2018
Q2 | $85K | Hold |
3,950
| – | – | 0.02% | 425 |
|
|
2018
Q1 | $85K | Buy |
+3,950
| New | +$85K | 0.03% | 437 |
|