Shelton Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,000
| Closed | -$152K | – | 111 |
|
|
2023
Q3 | $152K | Hold |
13,000
| – | – | 0.12% | 64 |
|
|
2023
Q2 | $182K | Hold |
13,000
| – | – | 0.14% | 69 |
|
|
2023
Q1 | $179K | Hold |
13,000
| – | – | 0.14% | 65 |
|
|
2022
Q4 | $190K | Hold |
13,000
| – | – | 0.15% | 64 |
|
|
2022
Q3 | $167K | Hold |
13,000
| – | – | 0.15% | 61 |
|
|
2022
Q2 | $187K | Hold |
13,000
| – | – | 0.16% | 62 |
|
|
2022
Q1 | $198K | Hold |
13,000
| – | – | 0.16% | 68 |
|
|
2021
Q4 | $212K | Buy |
+13,000
| New | +$212K | 0.17% | 69 |
|