Concourse Financial Group Securities’s Heritage Global HGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3580 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4913 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4897 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4935 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4938 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4879 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4806 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4736 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4602 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4576 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4378 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4410 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4341 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4403 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4306 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4184 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4088 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3992 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3831 |
|