Tradition Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-957
| Closed | -$16K | – | 745 |
|
|
2023
Q4 | $16K | Sell |
957
-400
| -29% | -$6.69K | ﹤0.01% | 895 |
|
|
2023
Q3 | $21K | Hold |
1,357
| – | – | ﹤0.01% | 830 |
|
|
2023
Q2 | $23K | Hold |
1,357
| – | – | ﹤0.01% | 840 |
|
|
2023
Q1 | $24K | Hold |
1,357
| – | – | ﹤0.01% | 791 |
|
|
2022
Q4 | $24K | Sell |
1,357
-357
| -21% | -$6.31K | ﹤0.01% | 711 |
|
|
2022
Q3 | $30K | Hold |
1,714
| – | – | ﹤0.01% | 650 |
|
|
2022
Q2 | $32K | Hold |
1,714
| – | – | ﹤0.01% | 554 |
|
|
2022
Q1 | $36K | Hold |
1,714
| – | – | ﹤0.01% | 585 |
|
|
2021
Q4 | $41K | Hold |
1,714
| – | – | 0.01% | 578 |
|
|
2021
Q3 | $44K | Buy |
1,714
+650
| +61% | +$16.7K | 0.01% | 535 |
|
|
2021
Q2 | $27K | Hold |
1,064
| – | – | ﹤0.01% | 687 |
|
|
2021
Q1 | $26K | Hold |
1,064
| – | – | ﹤0.01% | 580 |
|
|
2020
Q4 | $25K | Buy |
+1,064
| New | +$25K | ﹤0.01% | 544 |
|