Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| H&Q LIFE SCIENCES INVESTORS | 197,518.03 | reported | 25 Sept 2023 | tx 19+100,727−44,064 |
| H&Q HEALTHCARE INVESTORS | 178,268.56 | reported | 25 Sept 2023 | tx 20+91,163−35,832 |
| Tekla Healthcare Opportunities Fund | 31,202 | reported | 17 Mar 2020 | tx 6+31,202 |
| Tekla World Healthcare Fund | 30,768 | reported | 06 Apr 2021 | tx 5+30,768−24,326 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Sept 2023 | PURCHASE | H&Q LIFE SCIENCES INVESTORS | 10,096 | 12.39 USD | |
| 25 Sept 2023 | PURCHASE | H&Q HEALTHCARE INVESTORS | 9,500 | 15.63 USD | |
| 20 Sept 2023 | PURCHASE | H&Q HEALTHCARE INVESTORS | 9,500 | 15.88 USD | first after silence |
| 20 Sept 2023 | PURCHASE | H&Q LIFE SCIENCES INVESTORS | 12,000 | 12.68 USD | |
| 11 Aug 2021 | PURCHASE | H&Q LIFE SCIENCES INVESTORS | 6,403 | 21.63 USD | |
| 06 Apr 2021 | EXERCISE | Tekla World Healthcare Fund | 6,442 | 14.26 USD | |
| 06 Apr 2021 | EXERCISE | Tekla World Healthcare Fund | 24,326 | 0.00 USD | deriv |
| 26 Oct 2020 | PURCHASE | H&Q HEALTHCARE INVESTORS | 5,200 | 20.53 USD | |
| 26 Oct 2020 | PURCHASE | H&Q LIFE SCIENCES INVESTORS | 6,175 | 17.52 USD | |
| 21 Oct 2020 | PURCHASE | H&Q LIFE SCIENCES INVESTORS | 5,950 | 17.75 USD | |
| 21 Oct 2020 | PURCHASE | H&Q HEALTHCARE INVESTORS | 5,050 | 20.68 USD | |
| 21 May 2020 | PURCHASE | H&Q LIFE SCIENCES INVESTORS | 5,950 | 17.74 USD | |
| 21 May 2020 | PURCHASE | H&Q HEALTHCARE INVESTORS | 5,000 | 21.01 USD | |
| 17 Mar 2020 | PURCHASE | Tekla Healthcare Opportunities Fund | 7,300 | 14.67 USD | |
| 17 Mar 2020 | PURCHASE | H&Q HEALTHCARE INVESTORS | 6,800 | 16.24 USD | |
| 17 Mar 2020 | PURCHASE | Tekla World Healthcare Fund | 9,926 | 10.77 USD | |
| 17 Mar 2020 | PURCHASE | H&Q LIFE SCIENCES INVESTORS | 8,300 | 13.27 USD | first after silence |
| 26 Dec 2018 | PURCHASE | Tekla World Healthcare Fund | 9,400 | 11.11 USD | |
| 26 Dec 2018 | PURCHASE | H&Q HEALTHCARE INVESTORS | 6,300 | 17.14 USD | |
| 25 Oct 2018 | PURCHASE | Tekla Healthcare Opportunities Fund | 6,000 | 17.43 USD | |
| 25 Oct 2018 | PURCHASE | H&Q HEALTHCARE INVESTORS | 5,500 | 20.43 USD | |
| 17 Oct 2018 | PURCHASE | H&Q HEALTHCARE INVESTORS | 3,882 | 21.78 USD | |
| 17 Oct 2018 | PURCHASE | Tekla Healthcare Opportunities Fund | 5,902 | 18.19 USD | |
| 11 Oct 2018 | PURCHASE | Tekla Healthcare Opportunities Fund | 5,500 | 17.59 USD | |
| 10 Oct 2018 | PURCHASE | Tekla Healthcare Opportunities Fund | 5,500 | 18.27 USD | first after silence |
6 purchases reported after at least 12 months of silence — most recent on 20 Sept 2023.