Avantax Advisory Services’s Miller/Howard High Income Equity Fund HIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,735
| Closed | -$136K | – | 1285 |
|
|
2021
Q3 | $136K | Sell |
13,735
-2,987
| -18% | -$29.6K | ﹤0.01% | 1135 |
|
|
2021
Q2 | $176K | Sell |
16,722
-2,060
| -11% | -$21.7K | ﹤0.01% | 1089 |
|
|
2021
Q1 | $182K | Sell |
18,782
-3,313
| -15% | -$32.1K | ﹤0.01% | 970 |
|
|
2020
Q4 | $176K | Sell |
22,095
-33,915
| -61% | -$270K | ﹤0.01% | 892 |
|
|
2020
Q3 | $345K | Buy |
56,010
+27,144
| +94% | +$167K | 0.01% | 959 |
|
|
2020
Q2 | $175K | Hold |
28,866
| – | – | 0.01% | 802 |
|
|
2020
Q1 | $161K | Buy |
28,866
+5,414
| +23% | +$30.2K | ﹤0.01% | 737 |
|
|
2019
Q4 | $267K | Buy |
23,452
+12,113
| +107% | +$138K | 0.01% | 667 |
|
|
2019
Q3 | $122K | Buy |
+11,339
| New | +$122K | ﹤0.01% | 553 |
|