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
2025
Q2
$1.19K Buy
2025
Q1
$578 Buy
2024
Q4
$464 Sell
2024
Q3
$473 Buy
2024
Q2
$630 Buy
2024
Q1
Sell
2023
Q4
$56 Buy
2023
Q1
Sell
2022
Q4
$160 Buy
2021
Q3
Sell
2021
Q2
$0 Sell
2021
Q1
$0 Buy