Bank of America’s Heritage Global HGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $193 | Sell |
|
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|
2025
Q3 | $452 | Sell |
|
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|
2025
Q2 | $1.19K | Buy |
|
|||||
|
2025
Q1 | $578 | Buy |
|
|||||
|
2024
Q4 | $464 | Sell |
|
|||||
|
2024
Q3 | $473 | Buy |
|
|||||
|
2024
Q2 | $630 | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $56 | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $160 | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $0 | Sell |
|
|||||
|
2021
Q1 | $0 | Buy |
|