Kathleen Goetz's Net Worth

$40.6 Thousand

Estimate Recalculated Sep 8, 2024 07:35PM EST

Who is Kathleen Goetz?

Kathleen Goetz does not have any significant net worth to report based on the numbers we have. This is based on reported shares across multiple companies, which include abrdn Healthcare Investors, abrdn Healthcare Opportunities Fund, abrdn World Healthcare Fund, and abrdn Life Sciences Investors.

SEC CIK

Kathleen Goetz's CIK is 0001896369

Past Insider Trading and Trends

2022 was Kathleen Goetz's most active year for acquiring shares with 8 total transactions. Kathleen Goetz's most active month to acquire stocks was the month of December. 2024 saw Kathleen Goetz paying a total of $28,178.57 for 1,725 shares, this is the most they've acquired in one year.

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abrdn Healthcare Investors (HQH) Snapshot price: $18.81

Investor

Kathleen Goetz owns 554.529 units of Shares of Beneficial Interest which is worth $10,430.69 and 1,079.529 units of Common Stock which is worth $20,305.94. From 2021 to 2024 Kathleen Goetz acquired a total of 1,079.529 shares in abrdn Healthcare Investors at a cost of $20,472.26.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+94.67%
525
$16.42
$8,622.39
1.08K
Apr 9
Form 4
+15.29%
73.53
$20.42
$1,501.15
554.53
Mar 23
Form 4
∞
481
$21.52
$10,348.72
481
Jan 26
Form 3
—
0
—
—
0
No matching records found

abrdn Healthcare Opportunities Fund (THQ) Snapshot price: $21.7

Investor

Kathleen Goetz owns 548.188 units of Shares of Beneficial Interest which is worth $11,895.68 and 1,148.188 units of Common Stock which is worth $24,915.68. From 2021 to 2024 Kathleen Goetz acquired a total of 1,148.188 shares in abrdn Healthcare Opportunities Fund at a cost of $23,631.87.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+109.45%
600
$19.54
$11,722.86
1.15K
Apr 9
Form 4
+14.44%
69.19
$21.69
$1,500.34
548.19
Mar 23
Form 4
∞
479
$21.73
$10,408.67
479
Jan 26
Form 3
—
0
—
—
0
No matching records found

abrdn World Healthcare Fund (THW) Snapshot price: $12.9

Investor

Kathleen Goetz owns 817.377 units of Shares of Beneficial Interest which is worth $10,544.16 and 1,017.377 units of Common Stock which is worth $13,124.16. From 2021 to 2024 Kathleen Goetz acquired a total of 1,017.377 shares in abrdn World Healthcare Fund at a cost of $14,432.64.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+24.47%
200
$12.53
$2,506.00
1.02K
Apr 9
Form 4
+14.48%
103.38
$14.52
$1,501.03
817.38
Mar 23
Form 4
∞
714
$14.60
$10,425.61
714
Jan 26
Form 3
—
0
—
—
0
No matching records found

abrdn Life Sciences Investors (HQL) Snapshot price: $14.231

Investor

Kathleen Goetz owns 685.308 units of Shares of Beneficial Interest which is worth $9,752.62 and 1,085.308 units of Common Stock which is worth $15,445.02. From 2021 to 2024 Kathleen Goetz acquired a total of 1,085.308 shares in abrdn Life Sciences Investors at a cost of $17,232.82.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+58.37%
400
$13.32
$5,327.32
1.09K
Apr 9
Form 4
+15.57%
92.31
$16.27
$1,501.85
685.31
Mar 23
Form 4
∞
593
$17.54
$10,403.65
593
Jan 26
Form 3
—
0
—
—
0
No matching records found