Blue Bell Private Wealth Management’s Highland Global Allocation Fund HGLB Stock Holding History

Blue Bell Private Wealth Management’s Portfolio HGLB Stock Details HGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$155K	Buy
2025 Q2	$139K	Buy
2025 Q1	$130K	Buy
2024 Q4	$91.3K	Buy
2020 Q3	–	Sell
2020 Q2	$10K	Sell
2020 Q1	$8K	Sell
2019 Q4	$33K	Buy