SWA
HQH
SOA 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 | $50.7K | Sell |
3,271
-2,500
| -43% | -$38.7K | 0.01% | 366 |
|
|
2025
Q1 | $93.7K | Sell |
5,771
-66
| -1% | -$1.07K | 0.02% | 270 |
|
|
2024
Q4 | $93.7K | Hold |
5,837
| – | – | 0.02% | 259 |
|
|
2024
Q3 | $109K | Hold |
5,837
| – | – | 0.02% | 243 |
|
|
2024
Q2 | $102K | Hold |
5,837
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $98.4K | Hold |
5,837
| – | – | 0.02% | 247 |
|
|
2023
Q4 | $96.7K | Hold |
5,837
| – | – | 0.02% | 239 |
|
|
2023
Q3 | $90.8K | Hold |
5,837
| – | – | 0.02% | 236 |
|
|
2023
Q2 | $99.5K | Hold |
5,837
| – | – | 0.02% | 235 |
|
|
2023
Q1 | $103K | Hold |
5,837
| – | – | 0.03% | 224 |
|
|
2022
Q4 | $105K | Sell |
5,837
-684
| -10% | -$12.3K | 0.03% | 218 |
|
|
2022
Q3 | $112K | Hold |
6,521
| – | – | 0.03% | 193 |
|
|
2022
Q2 | $121K | Hold |
6,521
| – | – | 0.04% | 188 |
|
|
2022
Q1 | $135K | Hold |
6,521
| – | – | 0.03% | 206 |
|
|
2021
Q4 | $157K | Sell |
6,521
-79
| -1% | -$1.9K | 0.04% | 183 |
|
|
2021
Q3 | $168K | Hold |
6,600
| – | – | 0.04% | 167 |
|
|
2021
Q2 | $169K | Buy |
6,600
+1,000
| +18% | +$25.6K | 0.04% | 167 |
|
|
2021
Q1 | $136K | Hold |
5,600
| – | – | 0.04% | 167 |
|
|
2020
Q4 | $143K | Buy |
+5,600
| New | +$143K | 0.04% | 157 |
|