Primoris Wealth Advisors’s abrdn World Healthcare Fund THW Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $138K | Sell | 
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| 
        
          
      
        2025
         Q2  | $128K | Sell | 
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| 
        
          
      
        2025
         Q1  | $227K | Sell | 
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| 
        
          
      
        2024
         Q4  | $224K | Sell | 
         | 
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| 
        
          
      
        2024
         Q3  | $350K | Sell | 
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| 
        
          
      
        2024
         Q2  | $351K | Sell | 
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| 
        
          
      
        2024
         Q1  | $367K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $326K | Sell | 
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| 
        
          
      
        2023
         Q3  | $333K | Sell | 
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| 
        
          
      
        2023
         Q2  | $440K | Sell | 
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| 
        
          
      
        2023
         Q1  | $444K | Sell | 
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| 
        
          
      
        2022
         Q4  | $476K | Sell | 
         | 
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| 
        
          
      
        2022
         Q3  | $432K | Sell | 
         | 
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| 
        
          
      
        2022
         Q2  | $496K | Buy | 
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| 
        
          
      
        2022
         Q1  | $539K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $562K | Buy | 
         |