BWP
HIE

Balboa Wealth Partners’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Balboa Wealth Partners’s Portfolio HIE Stock Details HIE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
2024
Q3 		$1.93M Buy
2024
Q2 		$1.67M Sell
2024
Q1 		$1.74M Buy
2023
Q4 		$1.17M Buy
2023
Q3 		$944K Buy
2023
Q2 		$765K Sell
2023
Q1 		$761K Buy
2022
Q4 		$726K Buy
2022
Q3 		$466K Buy