AWM
HFRO
Ariadne Wealth Management’s Highland Opportunities and Income Fund HFRO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $319K | Buy |
52,862
+16
| +0% | +$96 | 0.15% | 145 |
|
2025
Q1 | $267K | Buy |
52,846
+393
| +0.7% | +$1.99K | 0.14% | 157 |
|
2024
Q4 | $304K | Buy |
52,453
+12
| +0% | +$70 | 0.14% | 144 |
|
2024
Q3 | $292K | Buy |
52,441
+660
| +1% | +$3.68K | 0.16% | 133 |
|
2024
Q2 | $324K | Buy |
+51,781
| New | +$324K | 0.25% | 92 |
|