ISWM
HFRO

Independent Solutions Wealth Management’s Highland Opportunities and Income Fund HFRO Stock Holding History

Independent Solutions Wealth Management’s Portfolio HFRO Stock Details HFRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-27,530
Closed -$284K – 218
2022
Q4 		$284K Hold
27,530
– – 0.09% 172
2022
Q3 		$268K Buy
+27,530
New +$268K 0.09% 175