KPWS
HGLB

Kestra Private Wealth Services’s Highland Global Allocation Fund HGLB Stock Holding History

Kestra Private Wealth Services’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
2021
Q2 		– Sell
2021
Q1 		$256K Sell
2020
Q4 		$3.15M Sell
2020
Q3 		$3.73M Buy