Kathleen Goetz is Director at Tekla Healthcare Opportunities Fund (THQ). They have made 12 open-market trades across 4 companies since 2022, most recently 2024-04-09.
CIK 0001896369
12 open-market purchases totalling $76K since 2022, never a sale. Across 12 scored buys the stock is down 0.1% at ninety days, and 4.1 points ahead of the S&P over the same stretch.
12 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 100% | 75% | 50% |
| Avg Move | +3.2% | +2.4% | -0.1% |
| Alpha | +2.4% | +3.4% | +4.1% |
| Scored | 12 | 12 | 12 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| THW | BUY | 2024-04-09 | 2024-04-12 | $12.53 | $3K | +2.1% | +5.2% | +7.4% |
| HQL | BUY | 2024-04-09 | 2024-04-12 | $13.32 | $5K | +0.6% | +6.5% | +13.3% |
| HQH | BUY | 2024-04-09 | 2024-04-12 | $16.42 | $9K | +0.8% | +8.3% | +13.3% |
| THQ | BUY | 2024-04-09 | 2024-04-12 | $19.54 | $12K | +1.9% | +6.4% | +10.1% |
| THQ | BUY | 2022-03-23 | 2022-03-24 | $21.75 | $2K | +2.5% | +1.0% | -13.4% |
| HQH | BUY | 2022-03-23 | 2022-03-24 | $20.57 | $2K | +3.2% | +3.0% | -11.7% |
| THW | BUY | 2022-03-23 | 2022-03-24 | $14.57 | $2K | +4.7% | +7.1% | -3.2% |
| HQL | BUY | 2022-03-23 | 2022-03-24 | $16.32 | $2K | +2.1% | +1.1% | -15.0% |
| THQ | BUY | 2022-01-26 | 2022-01-27 | $21.73 | $10K | +6.0% | +0.5% | +1.3% |
| HQL | BUY | 2022-01-26 | 2022-01-27 | $17.54 | $10K | +6.5% | -3.0% | -6.9% |
| HQH | BUY | 2022-01-26 | 2022-01-27 | $21.52 | $10K | +4.6% | -5.2% | -3.2% |
| THW | BUY | 2022-01-26 | 2022-01-27 | $14.60 | $10K | +3.5% | -1.6% | +6.8% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.