Axxcess Wealth Management’s Miller/Howard High Income Equity Fund HIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,450
| Closed | -$185K | – | 693 |
|
|
2022
Q3 | $185K | Buy |
20,450
+3,500
| +21% | +$31.7K | 0.02% | 504 |
|
|
2022
Q2 | $158K | Sell |
16,950
-6,250
| -27% | -$58.3K | 0.01% | 501 |
|
|
2022
Q1 | $259K | Sell |
23,200
-5,000
| -18% | -$55.8K | 0.02% | 510 |
|
|
2021
Q4 | $291K | Buy |
+28,200
| New | +$291K | 0.02% | 474 |
|