Sigma Planning Corp’s Health Assurance Acquisition Corp. SAIL Securities HAACU Stock Holding History

Sigma Planning Corp’s Portfolio HAACU Stock Details HAACU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-19,220	Closed	-$192K	–	1360
2022 Q3	$192K	Sell	19,220 -355	-2%	-$3.53K	0.01%	1132
2022 Q2	$194K	Hold	19,575	–	–	0.01%	1162
2022 Q1	$195K	Sell	19,575 -625	-3%	-$6.21K	0.01%	1266
2021 Q4	$202K	Sell	20,200 -5,650	-22%	-$56.7K	0.01%	1280
2021 Q3	$259K	Hold	25,850	–	–	0.01%	1140
2021 Q2	$269K	Hold	25,850	–	–	0.01%	1140
2021 Q1	$278K	Buy	+25,850	New	+$322K	0.01%	1036

Other funds holding HAACU

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sigma Planning Corp's HAACU Position: Q4 2022 in Review

Sigma Planning Corp sold out of Health Assurance Acquisition Corp. SAIL Securities (HAACU) in Q4 2022, closing a stake of 19,220 shares — an estimated $192K sold.

Sigma Planning Corp first reported a position in HAACU in Q1 2021 and held it in 7 quarters. The position peaked at $278K in Q1 2021. 1 fund tracked by Wall St. Rank holds HAACU as of Q4 2022.

Sigma Planning Corp reported no remaining Health Assurance Acquisition Corp. SAIL Securities position as of Q4 2022 after selling out during the quarter.
Sigma Planning Corp sold 19,220 Health Assurance Acquisition Corp. SAIL Securities shares in Q4 2022, an estimated $192K.
Sigma Planning Corp first reported a position in Health Assurance Acquisition Corp. SAIL Securities in Q1 2021 and held it in 7 quarters.
Sigma Planning Corp's Health Assurance Acquisition Corp. SAIL Securities position peaked at $278K in Q1 2021.
1 fund tracked by Wall St. Rank held Health Assurance Acquisition Corp. SAIL Securities as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.