Ancora Advisors’s Heritage Global HGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $940K | Sell |
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|
2024
Q3 | $883K | Hold |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $976K | Buy |
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|
2023
Q3 | $733K | Hold |
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|
2023
Q2 | $850K | Sell |
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|
2023
Q1 | $793K | Sell |
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|
2022
Q4 | $757K | Sell |
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|
2022
Q3 | $656K | Hold |
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|
2022
Q2 | $610K | Hold |
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|
2022
Q1 | $549K | Hold |
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|
2021
Q4 | $761K | Sell |
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|
2021
Q3 | $900K | Buy |
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|
2021
Q2 | $985K | Buy |
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|
2021
Q1 | $990K | Buy |
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|
2020
Q4 | $394K | Buy |
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