Atlas Wealth’s Highland Global Allocation Fund HGLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$371K Buy
2023
Q4
Sell
2023
Q3
$9.71M Sell
2023
Q2
$10.8M Sell
2023
Q1
$11.8M Sell
2022
Q4
$12.4M Buy