IFP Advisors’s Highland Global Allocation Fund HGLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$91.6K Sell
2024
Q4
$78.4K Buy
2023
Q1
Sell
2022
Q4
$27K Sell
2022
Q3
$36K Hold
2022
Q2
$36K Hold
2022
Q1
$36K Buy
2019
Q1
$51K Buy
2016
Q2
Sell
2016
Q1
$51K Buy