PIWA
HQH

Prevail Innovative Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
103,537
+41,143
+66% +$637K 0.36% 101
2025
Q1
$1.01M Buy
62,394
+25,607
+70% +$416K 0.27% 105
2024
Q4
$590K Buy
+36,787
New +$590K 0.17% 117
2024
Q3
Sell
-70,138
Closed -$1.22M 183
2024
Q2
$1.22M Buy
70,138
+10,844
+18% +$189K 0.43% 81
2024
Q1
$1,000K Buy
59,294
+10,914
+23% +$184K 0.37% 93
2023
Q4
$802K Buy
48,380
+17,899
+59% +$297K 0.38% 75
2023
Q3
$474K Buy
30,481
+14,240
+88% +$221K 0.25% 88
2023
Q2
$277K Buy
+16,241
New +$277K 0.15% 89