Atria Wealth Solutions’s Miller/Howard High Income Equity Fund HIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-104,284
| Closed | -$1.27M | – | 2092 |
|
|
2024
Q3 | $1.27M | Buy |
104,284
+201
| +0.2% | +$2.45K | 0.01% | 823 |
|
|
2024
Q2 | $1.17M | Sell |
104,083
-30,476
| -23% | -$342K | 0.01% | 821 |
|
|
2024
Q1 | $1.49M | Sell |
134,559
-100
| -0.1% | -$1.11K | 0.02% | 737 |
|
|
2023
Q4 | $1.43M | Buy |
134,659
+219
| +0.2% | +$2.32K | 0.02% | 725 |
|
|
2023
Q3 | $1.33M | Sell |
134,440
-2,719
| -2% | -$27K | 0.02% | 701 |
|
|
2023
Q2 | $1.39M | Sell |
137,159
-58,656
| -30% | -$594K | 0.02% | 710 |
|
|
2023
Q1 | $1.97M | Buy |
+195,815
| New | +$1.97M | 0.03% | 543 |
|