IHT Wealth Management’s Highland Opportunities and Income Fund HFRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $2.09M | Sell |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $3.05M | Sell |
|
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|
2024
Q1 | $3.6M | Buy |
|
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|
2023
Q4 | $3.92M | Buy |
|
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|
2023
Q3 | $4.01M | Buy |
|
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|
2023
Q2 | $4.41M | Buy |
|
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|
2023
Q1 | $4.29M | Buy |
|
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|
2022
Q4 | $4.89M | Buy |
|
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|
2022
Q3 | $4.54M | Buy |
|
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|
2022
Q2 | $5.24M | Buy |
|
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|
2022
Q1 | $5.55M | Buy |
|
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|
2021
Q4 | $5.1M | Sell |
|
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|
2021
Q3 | $5.12M | Buy |
|
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|
2021
Q2 | $5.15M | Sell |
|
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|
2021
Q1 | $10.3M | Buy |
|
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|
2020
Q4 | $4.75M | Buy |
|
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|
2020
Q3 | $3.97M | Buy |
|
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|
2020
Q2 | $3.46M | Buy |
|
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|
2020
Q1 | $3.62M | Buy |
|
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|
2019
Q4 | $5.21M | Buy |
|
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|
2019
Q3 | $5.37M | Buy |
|
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|
2019
Q2 | $5.54M | Buy |
|
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|
2019
Q1 | $5.51M | Sell |
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|
2018
Q4 | $5.16M | Buy |
|